Financial Wealth Advisor

1 week ago


Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

Wealth Planning Business Development Specialist

At Associated Banc-Corp, we embrace diverse viewpoints that enhance our collective success. If you excel in a nurturing environment that prioritizes your professional development, this role may align perfectly with your aspirations.

Key Responsibilities:

  • Enhance conversion rates for new, intricate wealth planning clients while strengthening relationships with current clients.
  • Partner with team members to pinpoint opportunities and craft client presentations.
  • Remain updated on market trends to offer informed advice.
  • Create and present financial planning resources to stimulate business growth.
  • Employ planning tools to monitor client interactions.

Qualifications:

  • Bachelor's Degree in Business, Finance, or a related discipline.
  • 4-7 years of experience in Wealth or Financial planning.
  • Certification as a Financial Planner (CFP) or Certified Wealth Strategist (CWS) is mandatory.

Benefits:

  • Options for retirement savings.
  • Paid leave for community service initiatives.
  • Opportunities for professional growth and development.
  • Competitive salary packages and bonus incentives.

About Associated Banc-Corp:

Associated Banc-Corp operates across numerous communities in the Midwest, recognizing the valuable contributions of our team members to our achievements. We are dedicated to fostering an inclusive and diverse workforce where everyone has equal opportunities to thrive.

Compliance Statement:

Associated Banc-Corp is an equal opportunity employer, committed to maintaining a work environment that respects all individuals. We comply with all relevant policies and regulations to ensure a compliant and ethical workplace.

If you are eager to join a vibrant team focused on excellence in financial planning, we encourage you to explore this opportunity.



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