Financial Advisor

3 days ago

Wayzata, Minnesota, United States Disability Solutions Full time
Job Title: Financial Advisor - High Net Worth Clients

We are seeking a seasoned financial advisor to join our team at Associated Bank.

As a Financial Advisor, you will be responsible for providing financial expertise on Associated products and services to high net worth clients. You will work closely with sales or relationship management team members in other business lines to develop relationships and ensure retention of total client assets and net growth in relationships for high net worth clients.

This role requires a deep understanding of banking trends and conditions, as well as the ability to provide tailored solutions to clients across all business lines of the bank.

Key Responsibilities:
  • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends through bank-approved sources.
  • Responsible for profitable loan and deposit growth through lead lists, client portfolio, and centers of influence to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone and in-person calling.
  • Responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Responsible for expanding and deepening client relationships by comprehensively identifying clients' needs and matching those needs to solutions within the business line & across all business lines of the Bank.
  • Actively participate in community and business functions/groups to promote the image of the Bank as an integral member of the community, committed to the goals and interests of the community. Establish referral contacts within the community.
Salary:

$120,000 - $180,000 per year, based on experience.

Requirements:
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting.
  • 4-7 years of sales experience with strong knowledge of all banking products, business development, complex client relationships, and advanced credit skills.
  • CWS-Certified Wealth Strategist with 2 years.
Benefits:
  • 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.
Why Choose Associated Bank?

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, and Minnesota. We consider our colleagues critical to our continued success. We offer a diverse and inclusive work environment where colleagues are respected and given the opportunity to perform to their fullest potential.

We are 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.

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