Financial Advisor - Oconomowoc

Associated Banc-Corp
United States
Workplace: OnsiteFull timeUSD 48,000+ annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship building","Client-centered advice","Proactive business development","Analytical thinking","Service delivery"]

Build and deepen client relationships by delivering holistic financial planning and investment guidance. Analyze client goals, needs, and risk tolerance to recommend tailored investment and insurance solutions, while growing advisory and referral-driven business. Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management. Maintain expertise in investment products, insurance strategies, and market trends, ensuring accurate, compliant client documentation and exceptional ongoing service.

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Associated Banc-Corp
Associated Banc-Corp
1 month ago

Financial Advisor - Oconomowoc

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Last checked: 27 days agoStatus: Live

Job Summary

Build and deepen client relationships by delivering holistic financial planning and investment guidance. Analyze client goals, needs, and risk tolerance to recommend tailored investment and insurance solutions, while growing advisory and referral-driven business. Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management. Maintain expertise in investment products, insurance strategies, and market trends, ensuring accurate, compliant client documentation and exceptional ongoing service.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and strengthen client relationships through holistic financial planning and investment guidance.
  • •Analyze client financial goals, needs, and risk tolerance to recommend investment and insurance solutions.
  • •Grow advisory, financial planning, and insurance business via proactive business development and referral partnerships.
  • •Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management solutions.
  • •Ensure client transactions and documentation are completed accurately and in compliance with regulatory requirements.
Travel: Low travel

Pay and Benefits

Salary: USD 48,000 annually
Perks:401kPensionPaid LeaveParental LeaveEquityWellness Stipend

Key Requirements

  • •Bachelor’s degree in Business, Finance, or related field.
  • •3+ years of investment and insurance sales experience.
  • •Demonstrated success developing advisory and fee-based business.
  • •Existing significant book of business with trailing annual production of approximately $250,000+.
  • •Series 7 license and Series 63, 65, or 66 license, plus Life, Health, and Variable Insurance License.
Experience:3+ years
Education:Bachelor's in Business, Finance, or a related field
Skills:Relationship buildingClient-centered adviceProactive business developmentAnalytical thinkingService delivery
Licenses:LifeHealthVariable Insurance License
Certifications:Series 7Series 63Series 65Series 66CFPCFA

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