
Financial Advisor
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
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
Customer Relationship Management
Financial Planning
Time Management
MS Excel
MS Word
Risk management solutions
Adaptable
Process Improvement
Verbal communication
Detail Oriented
written communication
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.
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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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