Senior Wealth Planner

1 week ago

Green Bay, United States Disability Solutions Full time
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.

We invite you to view the opportunity below.

Actively participate in the Wealth Planning Business Development Team to support client advisers and integrate goal-based financial planning into sales and service delivery. Focus on increasing the close rate of new, complex prospects and deepening relationships with existing clients using a fiduciary approach. Provide enterprise-wide guidance and serve as a subject matter expert to resolve complex planning issues. Work with high-net-worth individuals and apply complex wealth planning concepts. Support and drive new business activities across all business lines of Associated Bank. Build and maintain a network of contacts to facilitate new business production. Success is based on achieving market-based sales results related to financial planning assets.

This person will also:
  • Increase close rates for new, complex wealth planning prospects and deepen existing client relationships. Maintain relationships within Private Wealth (PW) and other business lines for joint activities and opportunities.
  • Support market-based planners in leveraging goal-based financial planning and identifying cross-sell opportunities. Develop and recommend solutions for complex planning issues.
  • Collaborate with PW colleagues to identify wealth planning opportunities, structure recommendations, and create client presentations.
  • Develop and present materials on financial planning and wealth management to drive business opportunities.
  • Track follow-up activities on prospects and clients using Salesforce and MoneyGuidePro.
  • Stay updated on legislative rules, insurance, finance, and human resources trends to serve as a subject matter expert.
  • Attend sales training seminars and maintain knowledge of PW products and services to assist colleagues and clients.


Review the qualifications listed below:

Education
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting or related field. Required


Experience
  • 4-7 years Wealth/Financial planning and planning software. Understanding of advanced financial planning concepts. Broad knowledge of investment, insurance products, consultative sales. Strong awareness of tax planning issues. Required


Licenses and Certifications

  • CFP-Certified Financial Planner or CWS-Certified Wealth Strategist by start date. Required
  • Life , Accident and Health Insurance License within 1 year. Preferred
  • Series 7-Stockbroker Exam by start date. Preferred
  • CPA - Certified Public Accountant by start date. Preferred


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-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.


Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and 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 Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

  • Senior Wealth Planner

    2 weeks ago

    Green Bay, United States Associated Banc-Corp Full time

    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. We invite you to view the opportunity below. Actively...

  • Wealth Planner

    2 weeks ago

    Green Bay, United States ASSOCIATED BANK NA Full time

    JOB REQUIREMENTS: 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. We invite you to view the opportunity...

  • Wealth Planner

    4 weeks ago

    Green Bay, United States Disability Solutions Full time

    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.We invite you to view the opportunity below.Actively...

  • Senior Transportation Planner

    4 weeks ago

    Green Bay, Wisconsin, United States HNTB Full time

    Job DescriptionWe are seeking a highly skilled Senior Planner to join our team at HNTB. As a Senior Planner, you will be responsible for leading and implementing complex planning projects, analyzing data, and preparing project materials. You will collaborate with clients and community stakeholders to deliver high-quality results.Key Responsibilities:Lead and...

  • Senior Transportation Planner

    3 weeks ago

    Green Bay, Wisconsin, United States HNTB Full time

    About the Role:We are seeking a highly skilled Senior Planner to join our team at HNTB. As a Senior Planner, you will be responsible for leading and implementing multiple types of analysis required to complete a variety of project deliverables.Key Responsibilities:Perform a variety of more highly complex professional planning, environmental planning,...

  • Financial Planner

    4 weeks ago

    Sturgeon Bay, Wisconsin, United States MBE Wealth Full time

    Job Title: Financial AdvisorAre you a motivated and detail-oriented individual looking for a challenging role in financial planning and wealth management? We are seeking a Financial Advisor to join our team at MBE Wealth.About the Role:As a Financial Advisor, you will be responsible for providing financial planning and investment support to our clients. Your...

  • Wealth Management Professional

    3 weeks ago

    Green Bay, Wisconsin, United States Mercer Advisors Full time

    Job SummaryThe Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors to support the team's region-wide business development and client service efforts.Key ResponsibilitiesFunction as the primary trusted advisor to the firm's high net worth clientsEnsure retention of the...

  • Tax Planning Specialist

    3 weeks ago

    Green Bay, Wisconsin, United States Hantz Group Full time

    Job OverviewHantz Group is a leading financial services company that provides comprehensive tax planning and consulting services to individuals and businesses. As an Advanced Tax Planner, you will play a key role in helping our clients achieve their financial goals by minimizing their tax liability and maximizing their wealth.Key ResponsibilitiesAnalyze tax...

  • Senior Fiduciary Officer

    23 hours ago

    Green Bay, United States Disability Solutions Full time

    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.We invite you to view the opportunity below. Under limited...

  • Associate Fiduciary Officer

    6 days ago

    Green Bay, United States Disability Solutions Full time

    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.We invite you to the view the opportunity below.Under...

  • Associate

    5 days ago

    Green Bay, United States Associated Bank - Corp Full time

    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.We invite you to the view the opportunity below.Under...

  • Associate

    3 days ago

    Green Bay, United States Associated Bank - Corp Full time

    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.We invite you to the view the opportunity below.Under...

  • Director of Sales

    1 week ago

    Bay Shore, United States Atria Senior Living, Inc. Full time

    ResponsibilitiesThe Community Sales Director (“CSD”) is responsible for achieving and exceeding the community’s monthly and quarterly revenue/sales targets; developing the community’s internal and external marketing; and building the community’s strategic relationships with various referral sources to produce highly qualified inquiries. Along with...

  • Auto Glass Technician Trainee

    2 months ago

    Green Bay, United States Safelite Full time

    Do you like to be challenged? Have natural mechanical ability? Work independently, but also as part of a team with opportunities for growth and advancement?Join Safelite as an Auto Glass Technician Trainee — the first step in becoming a certified auto glass technician on a nationally recognized team of expert installers! We’ll train you to install and...

  • Auto Glass Technician Trainee

    4 weeks ago

    Green Bay, United States Safelite Full time

    Do you like to be challenged? Have natural mechanical ability? Work independently, but also as part of a team with opportunities for growth and advancement?Join Safelite as an Auto Glass Technician Trainee — the first step in becoming a certified auto glass technician on a nationally recognized team of expert installers! We’ll train you to install and...

  • Director of Sales

    1 week ago

    Bay Shore, United States Atria Senior Living - Bay Shore Full time

    Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We strive to enhance the lives and exceed the expectations of those we serve every day. To do this, we cultivate the diverse talents of our team members in order to achieve something together that they could not do alone. Atria Senior Living’s...

  • Engineering Technician

    6 months ago

    Coos Bay, United States The Dyer Partnership Engineers & Planners, Inc. Full time

    The Dyer Partnership is looking for Engineer Technicians who have experience with municipal projects in water, wastewater, storm water, and/or transportation.  We have openings in our Coos Bay, Sutherlin, and Lebanon Oregon offices. Opportunities:Work with multidisciplinary teams.Ability to make a difference in small to medium sized communities in western...

  • Project Management Associate

    4 weeks ago

    Bay City, Michigan, United States S.C. Johnson & Son, Inc. Full time

    At S.C. Johnson & Son, Inc., we're committed to creating a better future for our planet, our people, and our customers. As a Senior Associate, Project Management, you'll play a critical role in delivering multiple projects with varying levels of complexity, from scoping and ideation through development and commercialization. You'll inspire and motivate your...

  • Chief of Urology, South Shore University Hospital Bay Shore, NY

    3 weeks ago

    Bay Shore, United States Northwell Health Physician Partners Full time

    The Arthur Smith Institute for Urology at Northwell Health is seeking a physician leader for the position of Chief, Urology at  Hospital. Responsibilities and tasks of the role include:Working with the chair on all matters related to clinical operationsEnsure high quality patient care through development and standardization of care processes and...

  • Chief of Urology, South Shore University Hospital Bay Shore, NY

    4 weeks ago

    Bay Shore, NY, United States Northwell Health Physician Partners Full time

    The Arthur Smith Institute for Urology at Northwell Health is seeking a physician leader for the position of Chief, Urology at  Hospital. Responsibilities and tasks of the role include:Working with the chair on all matters related to clinical operationsEnsure high quality patient care through development and standardization of care processes and...