Financial Planning Specialist

1 week ago


Neenah, Wisconsin, United States Disability Solutions Full time
Company Overview:
Associated Bank is a leading financial institution serving over 120 communities in Wisconsin, Illinois, and Minnesota. We strive to create an inclusive culture where diverse perspectives are valued and recognized as strengths critical to our success.

Salary: $100,000 - $150,000 per year, depending on experience and qualifications.

Job Description:
The Financial Advisor will provide quality financial products, services, and advice to customers, with a focus on investment and insurance solutions. This role requires a holistic approach to financial planning, utilizing industry resources and maintaining comprehensive knowledge of the investment market, insurance strategies, and economic trends.

Key Responsibilities:
  • Assist clients and prospects by analyzing their financial needs and objectives.
  • Making appropriate recommendations and effecting sales of investment and insurance products as requested by the client.
  • Operating in full compliance with internal policies and procedures, as well as applicable regulations and laws.


Required Skills and Qualifications:
  • Bachelor's Degree in Business or Finance.
  • 3-5 years of investment and insurance sales experience, with trailing production of $250,000-$400,000 from an existing book of business.
  • Demonstrated advisory/fee-based business development skills.
  • Licenses and certifications include Life, Health, and Variable Insurance License, Series 7-Stockbroker Exam, and other Series licenses.


Benefits:
  • Competitive salaries with professional development and advancement opportunities.
  • Retirement savings plans, including 401(k) and Pension plans.
  • Paid time off to volunteer in the community.
  • Affordable benefits for every stage of life.


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