Financial Advisor

About this role

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach, providing investment, insurance, brokerage, advisory, and related wealth solutions. This role partners closely with branch teams and Wealth Management colleagues to deepen existing relationships, build new client relationships, and grow an established Minnesota territory. The position offers an existing book of business, branch referral support, and access to a full suite of financial planning, investment, and insurance solutions.

Key Accountabilities • Advise clients and prospects by analyzing financial needs and objectives and recommending appropriate investment, insurance, advisory, and financial planning solutions.

• Use financial planning principles and tools, including MoneyGuide Pro, as the foundation for client profiling and planning conversations.

• Grow an existing book of business by developing new relationships through bank referrals, non-bank resources, proactive business development, and networking.

• Partner with branch teams, Private Banking, Personal Trust, and other Wealth Management colleagues to deliver coordinated solutions for clients.

• Maintain strong knowledge of investment products, insurance strategies, economic trends, capital markets, and the financial needs of the client segment served.

• Operate in full compliance with internal policies, procedures, applicable regulations, and laws.

• Achieve business objectives related to advisory business, financial planning, insurance, production, revenue growth, and other key performance metrics.

• Complete transaction documentation accurately and timely, while helping resolve trade processing or service-related issues.

Education & Experience Required • 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.

• Series 7 license.

• Series 63, Series 66, or Series 65 license.

• Must have access to reliable transportation and the ability to lawfully drive self, if applicable.

Preferred • 5+ years of investment and insurance sales experience.

• Trailing production of $400,000 from an existing, significant book of business.

• Demonstrated financial planning skill set and advisory business development experience.

• Existing securities licenses, including Series 7, Series 63, Series 65, or Series 66.

• Bank financial advisor experience.

• Wealth management background and industry connections.

• Certified Financial Planner designation.

• Chartered Financial Analyst designation.

Why You’ll Love Working Here Join a collaborative Wealth Management team with branch referral support, an established bank territory, and an existing book of business to help accelerate client relationship growth. You’ll have access to a full suite of financial planning, investment, and insurance offerings while making a meaningful impact for clients and communities. Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.  • Retirement savings including both 401(k) and Pension plans. 

• Paid time off to volunteer in your community. 

• Opportunities to connect with others through our diversity-focused Colleague Resource Groups. 

• Competitive salaries with professional development and advancement opportunities. 

• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.  

• Personal banking, loan, investment and insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on  Facebook ,  LinkedIn  and  X .  

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact  leavesandaccommodations@associatedbank.com  if you need an accommodation at any time during the process.

Associate

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