Financial Advisor

Associated Bank

Stevens Point, WI, US
Base: $48,000.00 py draw; bonus/equity: generous c...
Holistic financial planning approach
Analyze financial needs and objectives
Tailored investments and insurance advice
Associated Bank strives to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success

Job Summary

  • Associated Bank strives to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
  • In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.
  • Associated Bank offers retirement savings including both 401(k) and Pension plans, paid time off to volunteer, and opportunities to connect through diversity-focused Colleague Resource Groups.

Matching Summary

Associated Bank strives to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.

Salary

Base: $48,000.00 per year draw; Bonus/Equity: generous commissions based on sales volume; Benefits: core traditional benefits, personal banking, loan, investment and insurance benefits

Skills & Requirements

Must-have

  • holistic financial planning approach
  • analyze financial needs and objectives
  • tailored investments and insurance advice
  • build solid and long-lasting relationships
  • transaction documentation completion
  • collaboration with banking and Wealth Management teams

Nice-to-have

  • inclusive culture where different perspectives are valued
  • collaborative, entrepreneurial environment
  • community-focused organization
  • supportive environment and culture

Key Requirements

  • Bachelor's Degree Business or Finance
  • 3+ years advisory/fee based Investment and insurance sales
  • 5+ years advisory/fee based Investment and insurance sales
  • Life, Health and Variable Insurance License
  • Series 7-Stockbroker Exam
  • Series 63 / Series 66 or Series 65
  • FINRA, SEC, and applicable state regulators registration

Work Rights

Not specified

Tailored Resume

Cover Letter