High Net Worth Financial Planning Specialist

2 days ago


Neenah, Wisconsin, United States Disability Solutions Full time
Job Overview

Associated Bank is seeking a skilled Financial Advisor to provide high net worth clients with quality financial products, services, and advice. This role requires 3-5 years of investment and insurance sales experience, with trailing production ranging from $250,000 to $400,000.

About the Job

This position involves providing holistic financial planning and offering investment and insurance products to high net worth clients. You will work closely with a team to build strong relationships with clients and develop their financial plans. The ideal candidate will have excellent communication skills, a strong understanding of financial markets, and the ability to work independently in a fast-paced environment.

Key Responsibilities
  • Conduct comprehensive financial analyses to identify clients' needs and objectives
  • Develop personalized financial plans and recommendations for high net worth clients
  • Collaborate with colleagues to build strong relationships with clients and deliver exceptional service
  • Maintain up-to-date knowledge of financial markets and industry trends
  • Meet or exceed sales targets and referral goals
Requirements
  • 3-5 years of experience in investment and insurance sales
  • Trailing production of $250,000 to $400,000
  • Strong understanding of financial markets and industry trends
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Business or Finance
Benefits
  • Competitive salary range: $80,000 - $120,000 per year
  • Paid time off and holidays
  • Health, dental, and vision insurance
  • Retirement savings plan and pension
  • Ongoing training and professional development opportunities
About Associated Bank

Associated Bank is a leading provider of financial services in Wisconsin, Illinois, and Minnesota. We are committed to creating a diverse and inclusive workplace culture that values our employees' contributions and growth. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.



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