Senior Wealth Advisor

Associated Bank • Minneapolis, MN

5d • 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. The Senior Wealth Advisor leads relationships with high net worth and ultra-high net worth clients, delivering tailored wealth strategies across investments, banking, trust, and planning. This role acts as the primary point of contact, coordinating internal specialists to provide seamless, high-impact solutions. You’ll work with complex client needs including estate planning, business succession, and tax-aware strategies. The position offers strong growth through business development, leadership opportunities, and collaboration with senior stakeholders. Success is defined by client satisfaction, asset growth, and long-term relationship expansion.

Requirements

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
• 10+ years of experience in private wealth, private banking, or trust/estate advisory
• Proven track record in business development, client retention, and revenue growth
• Strong expertise in relationship management and consultative sales
• At least one certification: CFP, CHFC, CWS, CTFA, or FINRA Series 7/66

Nice To Haves

• Master’s degree in Business, Finance, or related field
• Advanced experience managing complex UHNW client relationships
• Leadership experience mentoring or managing advisors

Responsibilities

• Develop and grow a portfolio of high net worth/ultra high net worth clients through referrals, centers of influence, and strategic networking.
• Lead client relationships by assessing needs, building comprehensive plans, and coordinating internal experts.
• Drive revenue growth across investments, trust, banking, and planning services.
• Deliver holistic wealth advice, including estate planning, tax strategies, and credit solutions.
• Maintain strong client retention through proactive engagement and high-quality service delivery.
• Ensure compliance with fiduciary standards, regulatory requirements, and internal policies.
• Track and manage pipeline activity using CRM tools to support business development goals.
• Mentor junior advisors and contribute to team development and market leadership.

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: Senior