Financial Advisor

Associated Bank

Stevens Point, Wisconsin, United States
Base: monthly draw equaling $48,000.00 py; bonus/e...
Fully onsite
Holistic financial planning approach
Investment and insurance product sales
Building long-lasting client relationships
Associated Bank is seeking a Financial Advisor for their Stevens Point, Wisconsin branch, emphasizing a collaborative and supportive environment. The role involves providing financial planning services and leveraging an existing book of business to enhance client relationships and drive sales

Job Summary

  • The role involves providing quality financial planning services and tailored investments to new and existing customers while building solid relationships.
  • Candidates must achieve objectives related to advisory business, financial planning, insurance, and other key metrics determined by the line of business.
  • The position offers a commissions-based structure with a monthly draw of $48,000.00 per year plus generous commissions based on sales volume.

Matching Summary

Match Score: 85

Associated Bank is seeking a Financial Advisor for their Stevens Point, Wisconsin branch, emphasizing a collaborative and supportive environment. The role involves providing financial planning services and leveraging an existing book of business to enhance client relationships and drive sales.

Salary

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

Skills & Requirements

Must-have

  • Holistic financial planning approach
  • Investment and insurance product sales
  • Building long-lasting client relationships
  • Team-selling model collaboration
  • Timely transaction documentation

Nice-to-have

  • Entrepreneurial environment enthusiasm
  • Community-focused organization support
  • Local market expertise leverage
  • Collaborative culture participation

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 a FINRA registered position

Tailored Resume

Cover Letter