Senior Wealth Planner

Associated Bank • Chicago, IL

1d • Onsite

About The Position

Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals. In this role, you'll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful impact across the organization.

Requirements

• Bachelor's degree in Business, Finance, or a related field, or equivalent combination of education and experience.
• 4+ years of experience in wealth planning, financial planning, wealth management, or a related advisory role.
• Strong knowledge of advanced financial planning concepts, investment solutions, insurance strategies, and tax planning considerations.
• CFP® (Certified Financial Planner) or CWS® (Certified Wealth Strategist) designation by start date.
• Strong relationship-building, presentation, and consultative sales skills.

Nice To Haves

• Life, Accident & Health Insurance License.
• Series 7 securities license.
• CPA designation.
• Experience working with high-net-worth individuals, business owners, and executive-level clients.
• Experience using financial planning software and developing complex planning recommendations.

Responsibilities

• Partner with wealth advisors and bankers to identify and pursue new business opportunities with high-net-worth clients and prospects.
• Develop customized wealth planning strategies, including estate, business succession, executive compensation, insurance, and wealth transfer planning.
• Present planning recommendations and financial solutions that help clients achieve their long-term goals.
• Collaborate with attorneys, accountants, and other professional advisors to coordinate comprehensive client solutions.
• Drive relationship growth by identifying cross-sell opportunities across investment management, banking, insurance, and trust services.
• Serve as a subject matter expert on complex financial planning concepts, tax considerations, and wealth strategies.
• Deliver educational presentations and thought leadership events to clients, prospects, and internal teams.
• Maintain strong prospect and client pipelines through proactive follow-up and relationship management.

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