Senior Wealth Advisor

Associated Bank • Minneapolis, MN

2d • Onsite

About The Position

At Associated Bank, we foster an inclusive culture that values diverse perspectives. We seek individuals who thrive in an environment that encourages and supports growth and development. Associated Bank requires all candidates to represent their own experiences during the recruiting and hiring process and conducts a thorough background check on all new hires. The Senior Wealth Advisor is responsible for developing, leading, and managing relationships with high net worth (HNW) and ultra-high net worth (UHNW) clients, typically holding $3–$40 million in investable assets. This role also collaborates on more complex relationships exceeding $40 million to $150+ million. This position is distinguished by deep experience in advising clients with highly complex wealth scenarios, including advanced wealth transfer strategies, business succession planning, sophisticated tax-aware planning in coordination with attorneys and CPAs, and executive-level planning opportunities through the bank’s Commercial Banking and Executive Advantage programs. As the primary relationship lead, the Senior Wealth Advisor acts as the strategic quarterback, partnering with internal specialists such as trust officers, private bankers, portfolio managers, and financial wealth planners to deliver fully integrated, fiduciary-aligned wealth solutions. Success requires advanced technical expertise in wealth planning and the ability to orchestrate multidisciplinary collaboration in complex client situations. The Senior Wealth Advisor is accountable for driving organic growth through business development, client retention, and expanding relationships across trust, investment management, financial planning, and banking services. This includes converting senior executive-level opportunities and consistently delivering exceptional client experiences while adhering to all regulatory, fiduciary, and risk management standards. Senior Wealth Advisors possess a proven track record as top performers in wealth management, with the experience and judgment to present and deliver the organization’s full capabilities to meet personal wealth needs and referred institutional or executive relationships. Advanced wealth planning expertise is essential for leading client engagements and navigating the inherent complexity of this role.

Requirements

• Bachelor's Degree or equivalent combination of education and experience, Business, Finance or related field
• 10+ years of proven experience in private wealth, private banking, and/or trust/estate advisory serving HNW/UHNW clients; proven sales production and retention track record.
• 10+ years of advanced relationship management; consultative sales; orchestration across trust, banking, planning, and investments.
• FINRA Series 7/66

Nice To Haves

• Master's Degree in Business, Finance or related field
• CFP-Certified Financial Planner
• CHFC-Charter Financial Consultant
• CWS-Certified Wealth Strategist
• CTFA – Certified Trust Financial Advisor

Responsibilities

• Source and convert HNW/UHNW prospects via COIs (attorneys, CPAs, business owners), strategic events, and internal bank referrals; manage the pipeline from identification to onboarding.
• Achieve annual goals for Net New Assets (NNA), revenue growth for trust, banking/lending, wealth planning, and investments.
• Establish and build market presence through centers of influence, thought leadership, and targeted community engagement.
• Consult with senior and executive leaders on sales growth strategies and execute on plans across designated markets.
• Act as the primary relationship lead—diagnose needs, design relationship plans, convene internal specialists, and ensure coordinated execution.
• Conduct structured annual and quarterly reviews; oversee client reporting, risk profiling, and service SLAs.
• Champion holistic advice including investment strategy, credit solutions, estate/trust structuring, tax-aware planning, philanthropy, and family governance.
• Serve as a mentor and coach, fostering the development and long-term success of junior colleagues.
• May manage Wealth Advisors in assigned markets with responsibility to recruit/retain colleagues, develop talent, and manage performance.
• Own retention outcomes; monitor satisfaction (e.g., NPS), relationship depth and revenue durability (duality); proactively address at-risk relationships.
• Ensure seamless onboarding and ongoing service / experience delivery; escalate and resolve issues across partners.
• Adhere to fiduciary standards, Reg BI/AML/KYC, and internal bank policies.
• Embed quality gates in production (minimum fee / yield, durable relationships, suitability), and maintain a clean compliance record.
• Champion team use of CRM and pipeline tools to track prospects, meetings, conversion, assets, and cross-sell metrics; maintain complete documentation.
• Contribute feedback to product, pricing, and client-experience initiatives.
• May serve as a program manager and strategy and practice management lead in the assigned market(s), with involvement in wealth and trust model design, strategy development, and broader practice management initiatives.

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