Financial Advisor

Associated Banc-Corp
United States
Workplace: OnsiteFull timeUSD 48,000+ annuallyFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship building","Collaboration"]

Provide holistic financial planning and tailored investment and insurance recommendations for new and existing customers. Join an established team with an existing book of business at the Stevens Point branch, supporting surrounding communities while building long-lasting client relationships. Drive advisory business and sales objectives, ensure timely transaction documentation, and collaborate with banking and Wealth Management teams using expertise in investments, insurance, and economic trends to help clients achieve their goals.

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Associated Banc-Corp
Associated Banc-Corp
3 months ago

Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 days agoStatus: Live

Job Summary

Provide holistic financial planning and tailored investment and insurance recommendations for new and existing customers. Join an established team with an existing book of business at the Stevens Point branch, supporting surrounding communities while building long-lasting client relationships. Drive advisory business and sales objectives, ensure timely transaction documentation, and collaborate with banking and Wealth Management teams using expertise in investments, insurance, and economic trends to help clients achieve their goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Assist clients and prospects by analyzing financial needs and objectives and making appropriate recommendations, including sales of investment and insurance products as requested.
  • •Achieve advisory business, financial planning, insurance, and other key metrics set by the line of business.
  • •Nurture strong relationships with sales team members to excel in a team-selling model.
  • •Ensure transaction documentation is completed and submitted timely while resolving issues.
  • •Collaborate with banking and Wealth Management teams, applying expertise in investments, insurance, economic trends, and Private Client/Investment/Bank/Trust solutions to help clients meet their goals.

Pay and Benefits

Salary: USD 48,000 annually
Perks:401kPensionPaid LeaveParental LeaveEquity

Key Requirements

  • •Bachelor's degree in Business or Finance.
  • •3+ years of advisory/fee-based investment and insurance sales, growing a book of business of $250,000+ (5+ years preferred for $400,000+).
  • •Life, Health, and Variable Insurance License required.
  • •Series 7 (Stockbroker Exam) required.
  • •Series 63/Series 66 or Series 65 required.
Experience:3+ yearsFinancial servicesWealth managementInsurance salesFee-based advisory
Education:Bachelor's in Business or Finance
Skills:Relationship buildingCollaboration
Licenses:LifeHealthVariable Insurance LicenseSeries 7Series 63Series 66Series 65
Certifications:CFPCFA

Company Brief

Associated Banc-Corp
Associated Banc-Corp is a bank holding company providing retail, commercial, and wealth management services across the Midwest. It offers checking, lending, treasury, mortgage, and investment solutions for consumers, businesses, and institutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Green Bay, United States
Founded: 1964
WebsiteLinkedIn