Financial Advisor - Oconomowoc

Associated Bank • Oconomowoc, WI

17d • $48,000 • Onsite

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. Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience. This is an excellent opportunity for an experienced advisor looking to expand their impact and grow within a collaborative wealth management environment.

Requirements

• Bachelor's degree in Business, Finance, or a related field.
• 3+ years of investment and insurance sales experience.
• Demonstrated success developing advisory and fee-based business.
• Existing significant book of business with trailing annual production of approximately $250,000+.
• Series 7 license.
• Series 63, Series 65, or Series 66 license.
• Life, Health, and Variable Insurance License.
• Reliable transportation and ability to travel throughout the assigned market.

Nice To Haves

• 5+ years of investment and insurance sales experience.
• Existing significant book of business with trailing annual production of approximately $400,000+.
• Advanced financial planning expertise and advisory business development experience.
• Certified Financial Planner (CFP®) designation.
• Chartered Financial Analyst (CFA®) designation.

Responsibilities

• Develop and strengthen client relationships by delivering holistic financial planning and investment guidance.
• Analyze clients’ financial goals, needs, and risk tolerance to recommend tailored investment and insurance solutions.
• Grow advisory, financial planning, and insurance business through proactive business development and referral partnerships.
• Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management solutions.
• Maintain expertise in investment products, insurance strategies, market trends, and financial planning best practices.
• Ensure all client transactions and documentation are completed accurately and in compliance with regulatory requirements.
• Support and educate bank associates to strengthen referral opportunities and client engagement.
• Deliver exceptional service that enhances client satisfaction, retention, and long-term loyalty.

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