Wealth Advisor

Associated Bank • Minneapolis, MN

4d • Onsite

About The Position

Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You’ll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across investments, banking, and trust services. This role offers strong growth potential through business development and deep client engagement.

Requirements

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
• 7+ years of experience in private wealth, private banking, or trust/estate advisory
• Proven success in business development, client retention, and relationship management
• At least one of the following licenses or certifications: CFP, ChFC, CWS, CTFA, or FINRA Series 7/66

Nice To Haves

• Master’s degree in Business, Finance, or related field

Responsibilities

• Drive new business by sourcing and converting high net worth/ultra high net worth prospects through referrals, COIs, and community engagement.
• Manage and grow a portfolio of client relationships, ensuring high retention and satisfaction.
• Lead comprehensive wealth planning strategies, including investments, lending, estate planning, and philanthropy.
• Partner with internal specialists to deliver coordinated, holistic client solutions.
• Conduct regular client reviews, monitor performance, and adjust strategies to meet evolving needs.
• Ensure compliance with fiduciary standards, regulatory requirements, and internal policies.
• Track pipeline activity and client data using CRM tools to support growth and reporting.

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