Financial Advisor

Associated Bank • Stevens Point, WI

6d

About The Position

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.

Requirements

• Bachelor's Degree Business or Finance Required
• 3 + years of advisory/ fee based Investment and insurance sales , growing a thriving book of business of $250,000 or more.
• Life, Health and Variable Insurance License Required
• Series 7-Stockbroker Exam Required
• Series 63 / Series 66 or Series 65 Required
• 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.
• Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams.
• All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4 .
• Certain regulatory or disciplinary histories may disqualify an applicant.

Nice To Haves

• 5+ years of advisory/ fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more.
• CFP-Certified Financial Planner Preferred
• CFA-Charted Financial Analyst Preferred

Responsibilities

• Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives , mak ing 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 member s , 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees