Financial Advisor

Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds, perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.

Collaborating with branch colleagues, our Financial Advisors identify opportunities and work with Associated Bank's clients to build their financial futures. Financial Advisors at Associated Bank benefit from a built-in referral source of potential clients that bank with us. We invite you to view the opportunity below.

As a Financial Advisor, you will:

• You'll have an opportunity to manage an existing book of business that is well-established in the market.
• Be officed in a market that has demonstrated success with substantial bank deposit base and referral network.
• Using a holistic approach, assist clients and prospects by analyzing their financial needs and objectives, and make appropriate recommendations.
• Using a variety of resources, maintain comprehensive knowledge base related to the investment market and related products and offerings.
• Maintain expertise in the products offered through Associated Bank.
• Nurture strong relationships with colleagues within the bank; working with them to cross sell other services and solutions that could help the client.

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.

Qualifications

• Bachelor's Degree Business, finance or related field of study Required

• 3-5 years Successful record of success in investment and insurance sales. Trailing production of $250,00-400,000 from an existing, significant book of business. Demonstrated advisory/fee-based business development. Required
• 5-7 years Successful record of success in investment and insurance sales. Trailing production of $400,000 from an existing, significant book of business. Demonstrated financial planning skill set and advisory business development. Preferred

Licenses and Certifications

• Life, Health and Variable Insurance License Required
• Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required
• Series 7-Stockbroker Exam Required
• Other Series 63 / Series 66 or Series 65 Required
• CFP-Certified Financial Planner Preferred
• CFA-Charted Financial Analyst Preferred

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota 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 , and .

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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: Careers@AssociatedBank.com.

Compliance Statement
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.