Wealth Planning Expert

4 days ago


Green Bay, Wisconsin, United States Disability Solutions Full time
Company Overview

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, and Minnesota. As a critical component of the company's success, they prioritize creating a diverse workforce where colleagues are respected and given opportunities to perform at their best.

Salary

We estimate this position to offer an annual salary range of $95,000 to $125,000 based on industry standards and market conditions.

Job Description

The Senior Wealth Planner role at Associated Bank involves actively participating in the Wealth Planning Business Development Team. This team supports client advisers in integrating goal-based financial planning into sales and service delivery. Key responsibilities include increasing close rates for new, complex wealth planning prospects and deepening existing client relationships.

This role requires collaboration with Private Wealth (PW) colleagues to identify wealth planning opportunities, structure recommendations, and create client presentations. Additionally, it involves developing and presenting materials on financial planning and wealth management to drive business opportunities.

The successful candidate will track follow-up activities on prospects and clients using Salesforce and MoneyGuidePro, ensuring efficient management of client relationships.

Required Skills and Qualifications

To be successful in this position, candidates must possess a Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field. A minimum of 4-7 years of experience in wealth/financial planning and planning software is also required.

Candidates should have a broad knowledge of investment, insurance products, consultative sales, and strong awareness of tax planning issues. Holding a CFP-Certified Financial Planner or CWS-Certified Wealth Strategist certification by start date is mandatory.

Additionally, obtaining a Life, Accident, and Health Insurance License within one year and Series 7-Stockbroker Exam by start date are preferred qualifications.

Benefits

Associated Bank offers a comprehensive benefits package, including retirement savings plans, paid time off to volunteer, opportunities for professional development, and competitive salaries. The company also provides bonus benefits, such as well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits, and personal banking benefits.

Others

Associated Bank prioritizes diversity and inclusivity, striving to create a work environment where all colleagues feel valued and supported. They adhere to equal opportunity employment practices, considering all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.



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