Financial Advisor
Associated BankAbout the 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.
Are you energized by a collaborative, entrepreneurial environment? We’re seeking a Financial Advisor to join our established team—stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level.In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.
Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization.
Key Accountabilities
Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client.
Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business.
Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model.
Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner.
Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals.
Education: Bachelor's Degree Business or Finance Required
Experience:
3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more. Required
5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more. Preferred
Licenses and Certifications:
Life, Health and Variable Insurance License 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
Note: This position requires a check of criminal background and credit records as a FINRA registered position.
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required
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