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Senior Wealth Strategist

4 weeks ago

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

Associated Banc-Corp is seeking a Senior Wealth Strategist to join our Wealth Planning Business Development Team. As a key member of our team, you will actively participate in supporting client advisers and integrating goal-based financial planning into sales and service delivery.

The ideal candidate will have a strong understanding of advanced financial planning concepts, broad knowledge of investment, insurance products, and consultative sales. You will work closely with high-net-worth individuals, applying complex wealth planning concepts to drive business opportunities.

Key Responsibilities:

  • Increase close rates for new, complex wealth planning prospects and deepen existing client relationships.
  • Maintain relationships within Private Wealth and other business lines for joint activities and opportunities.
  • Support market-based planners in leveraging goal-based financial planning and identifying cross-sell opportunities.
  • Develop and recommend solutions for complex planning issues.
  • Collaborate with Private Wealth colleagues to identify wealth planning opportunities, structure recommendations, and create client presentations.
  • Develop and present materials on financial planning and wealth management to drive business opportunities.
  • Track follow-up activities on prospects and clients using Salesforce and MoneyGuidePro.
  • Stay updated on legislative rules, insurance, finance, and human resources trends to serve as a subject matter expert.
  • Attend sales training seminars and maintain knowledge of Private Wealth products and services to assist colleagues and clients.

Requirements:

  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or related field.
  • 4-7 years of Wealth/Financial planning and planning software experience.
  • Understanding of advanced financial planning concepts.
  • Broad knowledge of investment, insurance products, consultative sales.
  • Strong awareness of tax planning issues.
  • CFP-Certified Financial Planner or CWS-Certified Wealth Strategist by start date.
  • Life, Accident, and Health Insurance License within 1 year.
  • Series 7-Stockbroker Exam by start date.
  • CPA-Certified Public Accountant by start date.

Benefits:

  • Competitive salaries with professional development and advancement opportunities.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Personal banking, loan, investment, and insurance benefits.

Associated Banc-Corp is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.