Wealth Planner

3 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 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... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/DDA67ED2EAE44227

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