Associated Bank

Financial Advisor

Associated Bank

330 E Kilbourn Ave, Milwaukee, WI 53202, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Operate in full compliance with internal policies and procedures as well as applicable regulations and laws. Achieve objectives related to new account production, advisory business, financial planning, insurance and other key metrics as determined by the line of business. Ensure that transaction documentation is completed and submitted on a timely basis. Resolve as quickly as possible any problems with the trade processing activities. Nurture strong relationships with sales team members to which you are assigned. Gain insight into the solutions they (Private Banking, Personal Trust), deliver. Excel in team selling to incorporate the full suite of services that Wealth Management Services offers clients. Serve as ambassador for the team members and the business lines they represent. Foster positive relationships with colleagues of the assigned banking offices and/or departments and within Wealth Management and Institutional Services. May train, mentor and coach non-licensed bank associates. Using a variety of industry resources, maintain comprehensive knowledge base related to the investment market/offerings, insurance strategies and solutions, economic trends/capital markets and the financial needs of the client segment served. Maintain expertise pertaining to the financial needs of High Net Worth clients

Where is this job?
This job is located at 330 E Kilbourn Ave, Milwaukee, WI 53202, USA
Job Qualifications
  • 5-7 years Successful record of investment management and/or related wealth management relationship management/sales.

  • Demonstrated successful tenure in relationship management/ sales production in building a significant book of business

  • CFP designation or CFP in process is required

  • Proven expertise in the managed account arena

Required Skills
  • Customer Relationship Management

  • Financial Planning

  • Time Management

  • MS Excel

  • MS Word

  • Risk management solutions

Soft Skills
  • Adaptable

  • Process Improvement

  • Verbal communication

  • Detail Oriented

  • written communication

Compensation

According to JobzMall, the average salary range for a Financial Advisor in 330 E Kilbourn Ave, Milwaukee, WI 53202, USA is $50,000 to $100,000 per year. This range can vary depending on the company, experience, and qualifications of the Financial Advisor.

Additional Information
Associated Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 17th, 2021
Apply BeforeMay 22nd, 2025
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About Associated Bank

Associated Banc-Corp (NYSE: ASB) has total assets of nearly $34 billion and is one of the top 50 publicly traded U.S. bank holding companies. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 230 banking locations serving more than 110 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.

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