Financial Advisor

Associated Banc-Corp
United States
Workplace: OnsiteFull timeUSD 48,000+ annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Client advisory","Relationship building","Networking","Attention to detail","Regulatory compliance"]

Help clients and prospects define financial goals through holistic financial planning, delivering investment, insurance, brokerage, advisory, and wealth solutions. Partner with branch teams and Wealth Management colleagues to deepen existing relationships, build new client relationships, and grow an established Minnesota territory using an existing book of business and referral support. Use MoneyGuide Pro for client profiling and planning conversations while maintaining product and regulatory knowledge and completing accurate transaction documentation.

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Associated Banc-Corp
Associated Banc-Corp
2 months ago

Financial Advisor

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 days agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Help clients and prospects define financial goals through holistic financial planning, delivering investment, insurance, brokerage, advisory, and wealth solutions. Partner with branch teams and Wealth Management colleagues to deepen existing relationships, build new client relationships, and grow an established Minnesota territory using an existing book of business and referral support. Use MoneyGuide Pro for client profiling and planning conversations while maintaining product and regulatory knowledge and completing accurate transaction documentation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Advise clients and prospects by analyzing financial needs and objectives and recommending investment, insurance, advisory, and financial planning solutions.
  • •Use MoneyGuide Pro to support client profiling and planning conversations.
  • •Grow an existing book of business by building new relationships through referrals, proactive business development, and networking.
  • •Partner with branch teams and Wealth Management colleagues (including Private Banking and Personal Trust) to deliver coordinated client solutions.
  • •Maintain product and market knowledge and operate in full compliance while completing accurate transaction documentation and resolving service issues.

Pay and Benefits

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

Key Requirements

  • •Bachelor’s degree in Business or Finance.
  • •3+ years of investment and insurance sales experience.
  • •Trailing production of $250,000–$400,000 from an existing, significant book of business.
  • •Demonstrated advisory or fee-based business development experience.
  • •Life, Health, and Variable Insurance License, plus Series 7 and Series 63/66/65 licenses.
Experience:3+ years
Education:Bachelor's in Business or Finance
Skills:Client advisoryRelationship buildingNetworkingAttention to detailRegulatory compliance
Licenses:Life, Health, and Variable Insurance LicenseSeries 7 licenseSeries 63 licenseSeries 66 licenseSeries 65 license
Tech Stack:MoneyGuide Pro

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