High Net Worth Financial Planning Specialist
2 days ago
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 JobThis 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
- 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
- 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
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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