Financial Advisor

Associated Banc-Corp

Stevens Point, Wisconsin, United States
Base: monthly draw equaling $48,000.00 py; bonus/e...
Not specified (assumed onsite based on job location details)
Holistic financial planning approach
Investment and insurance product sales
Building client relationships
Associated Bank is seeking a Financial Advisor for its Stevens Point, Wisconsin location, emphasizing a supportive and collaborative culture. The role involves managing an established book of business, providing tailored financial planning and investment advice, while nurturing client relationships

Job Summary

  • The role involves providing quality financial planning services and tailored investment and insurance advice to new and existing customers.
  • Candidates must leverage expertise within a local setting to become an integral part of a community-focused organization.
  • The position offers a commissions-based structure with a monthly draw equaling $48,000.00 per year plus generous commissions.

Matching Summary

Match Score: 85

Associated Bank is seeking a Financial Advisor for its Stevens Point, Wisconsin location, emphasizing a supportive and collaborative culture. The role involves managing an established book of business, providing tailored financial planning and investment advice, while nurturing client relationships.

Salary

Base: Monthly draw equaling $48,000.00 per year; Bonus/Equity: Generous commissions based on sales volume; Benefits: 401(k), Pension plans, paid time off, employee stock purchase plan

Skills & Requirements

Must-have

  • Holistic financial planning approach
  • Investment and insurance product sales
  • Building client relationships
  • Transaction documentation management
  • Team-selling model collaboration

Nice-to-have

  • Entrepreneurial environment preference
  • Community-focused organization values
  • Collaborative team culture
  • Long-lasting customer relationships

Key Requirements

  • Bachelor's Degree in Business or Finance
  • 3+ years advisory/fee based Investment and insurance sales experience
  • Growing a book of business of $250,000 or more
  • Life, Health and Variable Insurance License
  • Series 7-Stockbroker Exam required
  • Series 63 / Series 66 or Series 65 required
  • Successful registration with FINRA, SEC, and state regulators

Work Rights

Must be eligible to work in the US as per Form U4 requirements

Tailored Resume

Cover Letter