Virtual Financial Advisor

Associated Banc-Corp
United States
Workplace: OnsiteFull timeUSD 21.64 - 37.09 hourlyFunction: SalesExperience: 5+ yearsEducation: associatesSkills: ["Client education","Consultative sales","Relationship management"]

Build and deepen relationships with assigned and referred clients by conducting investment reviews, assessing goals and risk tolerance, and delivering tailored investment guidance aligned with regulatory requirements. Drive sales and growth goals through proactive outreach, warm branch referrals, and consultative activity using phone, video, and screen sharing, with occasional in-person meetings. Partner with Financial Advisors to strengthen book-management and relationship-building skills for future growth.

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Associated Banc-Corp
Associated Banc-Corp
21 hours ago

Virtual Financial Advisor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Build and deepen relationships with assigned and referred clients by conducting investment reviews, assessing goals and risk tolerance, and delivering tailored investment guidance aligned with regulatory requirements. Drive sales and growth goals through proactive outreach, warm branch referrals, and consultative activity using phone, video, and screen sharing, with occasional in-person meetings. Partner with Financial Advisors to strengthen book-management and relationship-building skills for future growth.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.
  • •Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.
  • •Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.
  • •Achieve assigned sales and growth goals while participating in incentive compensation programs.
  • •Manage warm referrals from branch partners and internal teams within defined service timeframes and collaborate on cross-sell opportunities.

Pay and Benefits

Salary: USD 21.64 - 37.09 hourly
Equity and Bonus:Equity
Perks:401kPensionPaid LeaveParental LeaveEquityRetirement Savings

Key Requirements

  • •Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
  • •5+ years of brokerage, investments, or financial services experience.
  • •Series 7 license.
  • •Series 63 and 65 licenses, or Series 66 license.
  • •Life and Health Insurance license.
Experience:5+ yearsBrokerageInvestmentsFinancial services
Education:Associate's in Business, Finance, Accounting, or a related field
Skills:Client educationConsultative salesRelationship management
Licenses:Series 7Series 63Series 65Series 66Life and Health Insurance

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