Financial Advisor

Associated Bank

Job Location:

Stevens Point, WI - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Are you energized by a collaborative entrepreneurial environment Were seeking a Financial Advisor to join our established teamstepping into an existing book of business with plenty of room to earn grow and maximize your potential within a supportive environment and culture that allows you to take your success to the next level.

In your role as an Associated Investment Services Financial Advisor you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.

Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization.

Key Accountabilities

Using a holistic financial planning approach assist clients and prospects by analyzing their financial needs and objectives making appropriate recommendations effect sales of investment and insurance products as appropriate for and requested by the client.

Achieve objectives related to advisory business financial planning insurance and other key metrics as determined by the line of business.

Nurture strong relationships with sales team members gaining insights into complete solutions to excel in a team-selling model.

Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner.

Collaborate with banking and Wealth Management teams and bring expert knowledge of investments insurance economic trends and the full range of Private Client Investment Bank and Trust solutions to help clients achieve their goals.

Education: Bachelors Degree Business or Finance Required

Experience:

3 years of advisory/fee based Investment and insurance sales growing a thriving book of business of $250000 or more.

5 years of advisory/fee based Investment and insurance sales growing a thriving book of business of $400000 or more. Preferred

Licenses and Certifications:

Life Health and Variable Insurance License Required

Series 7-Stockbroker Exam Required

Other Series 63 / Series 66 or Series 65 Required

CFP-Certified Financial Planner Preferred

CFA-Charted Financial Analyst Preferred

Note: This position requires a check of criminal background and credit records as a FINRA registered position.

Must have access to reliable transportation and the ability to lawfully drive self if applicable. Required

Employment is contingent upon successful registration with FINRA SEC and applicable state regulators including completion of required qualification exams.

All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant.

We welcome and encourage applications from all qualified parties including but not limited to people returning to the workforce people with disabilities those without a college degree and veterans or those with military experience.

In addition to core traditional benefits we take pride in offering benefits for every stage of life.

Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin Illinois Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInand X.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to Work Englishor Spanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.

This role offers a commissions-based structure that includes a monthly draw equaling $48000.00 per year plus generous commissions that increase based on sales volume achieved.

Required Experience:

Unclear Seniority