Associated Banc-Corp

1 month ago

Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies across investments, banking, and trust services. Own client relationships end-to-end by driving new business through referrals and community engagement, conducting regular reviews, and adjusting plans to evolving needs. Partner with internal specialists to deliver coordinated solutions while ensuring compliance with fiduciary standards and applicable regulations. Use CRM tools to track pipeline activity and reporting.

Location: Omaha

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Drive new business by sourcing and converting high net worth/ultra high net worth prospects through referrals, COIs, and community engagement.
•Manage and grow a portfolio of client relationships to ensure high retention and satisfaction.
•Lead comprehensive wealth planning strategies including investments, lending, estate planning, and philanthropy.
•Partner with internal specialists to deliver coordinated, holistic client solutions.
•Conduct regular client reviews, monitor performance, adjust strategies, and maintain compliance with fiduciary and regulatory requirements.

Pay and Benefits

Salary: USD 131,460 - 225,360 annually

Equity and Bonus:Equity

Perks:401kPension

Key Requirements

•Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).
•7+ years of experience in private wealth, private banking, or trust/estate advisory.
•Proven success in business development, client retention, and relationship management.
•At least one of the following licenses/certifications: CFP, ChFC, CWS, CTFA, or FINRA Series 7/66.

Experience:7+ yearsPrivate wealthPrivate bankingTrust/estate advisory

Education:Bachelor's in Business, Finance (or related field)

Skills:Client relationship managementBusiness developmentComplianceFiduciary responsibilityData tracking

Licenses:FINRA Series 7FINRA Series 66

Certifications:CFPChFCCWSCTFAFINRA Series 7FINRA Series 66

Tech Stack:CRM

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

Website LinkedIn

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Associated Banc-Corp

1 month ago

Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Omaha

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Drive new business by sourcing and converting high net worth/ultra high net worth prospects through referrals, COIs, and community engagement.
•Manage and grow a portfolio of client relationships to ensure high retention and satisfaction.
•Lead comprehensive wealth planning strategies including investments, lending, estate planning, and philanthropy.
•Partner with internal specialists to deliver coordinated, holistic client solutions.
•Conduct regular client reviews, monitor performance, adjust strategies, and maintain compliance with fiduciary and regulatory requirements.

Pay and Benefits

Salary: USD 131,460 - 225,360 annually

Equity and Bonus:Equity

Perks:401kPension

Key Requirements

•Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).
•7+ years of experience in private wealth, private banking, or trust/estate advisory.
•Proven success in business development, client retention, and relationship management.
•At least one of the following licenses/certifications: CFP, ChFC, CWS, CTFA, or FINRA Series 7/66.

Experience:7+ yearsPrivate wealthPrivate bankingTrust/estate advisory

Education:Bachelor's in Business, Finance (or related field)

Skills:Client relationship managementBusiness developmentComplianceFiduciary responsibilityData tracking

Licenses:FINRA Series 7FINRA Series 66

Certifications:CFPChFCCWSCTFAFINRA Series 7FINRA Series 66

Tech Stack:CRM

Company Brief

Associated Banc-Corp

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

Website LinkedIn