Client Wealth Management Specialist
2 weeks ago
Wealth Planning Business Development Specialist
At Associated Banc-Corp, we appreciate diverse viewpoints that enhance our collective success. If you excel in a nurturing environment that prioritizes your professional development, this role may align with your aspirations.
Core Responsibilities:
- Enhance conversion rates for new, intricate wealth planning opportunities while strengthening current client connections.
- Work collaboratively with team members to pinpoint prospects and craft client presentations.
- Remain updated on market developments to offer knowledgeable advice.
- Create and present financial planning resources to stimulate business growth.
- Employ planning tools to monitor client engagements.
Required Qualifications:
- Bachelor's Degree in Business, Finance, or a related discipline.
- 4-7 years of experience in Wealth or Financial planning.
- Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation is mandatory.
Employee Benefits:
- Options for retirement savings.
- Paid leave for community involvement.
- Opportunities for professional growth.
- Competitive salary packages and bonus incentives.
About Associated Banc-Corp:
Associated Banc-Corp is dedicated to serving numerous communities across the Midwest, recognizing the valuable contributions of our team members to our achievements. We are committed to fostering an inclusive and diverse workforce where everyone has equal opportunities to thrive.
Compliance Statement:
Associated Banc-Corp is an equal opportunity employer, ensuring a workplace that honors all individuals. We comply with all relevant policies and regulations to uphold a compliant and ethical work environment.
If you are eager to be part of a vibrant team committed to excellence in financial planning, we encourage you to consider this opportunity.
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