Wealth Planning Strategist

5 days ago


Green Bay, Wisconsin, United States Disability Solutions Full time
Job Description

The Wealth Planning Strategist role is an exciting opportunity to join our team at Associated Bank, where we strive to create an inclusive culture that values diverse perspectives as strengths critical to our success.

This position requires a deep understanding of advanced financial planning concepts and the ability to integrate goal-based financial planning into sales and service delivery. You will work closely with client advisers to support business development and deepen relationships with existing clients.

Your primary responsibilities will include:

  • Increasing close rates for new, complex wealth planning prospects and deepening existing client relationships.
  • Maintaining relationships within Private Wealth (PW) and other business lines for joint activities and opportunities.
  • Supporting market-based planners in leveraging goal-based financial planning and identifying cross-sell opportunities.
  • Collaborating with PW colleagues to identify wealth planning opportunities, structure recommendations, and create client presentations.
  • Developing and presenting materials on financial planning and wealth management to drive business opportunities.
  • Tracking follow-up activities on prospects and clients using Salesforce and MoneyGuidePro.
  • Staying updated on legislative rules, insurance, finance, and human resources trends to serve as a subject matter expert.
Requirements

To be successful in this role, you will need:

  • A Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting or related field.
  • 4-7 years of experience in Wealth/Financial planning and planning software.
  • Understanding of advanced financial planning concepts and broad knowledge of investment, insurance products, consultative sales.
  • Strong awareness of tax planning issues.
Compensation

We offer a competitive salary of $85,000 per year, plus bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and more.



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