Wealth Planner
Company: Disability Solutions
Location: Green Bay
Posted on: October 18, 2024
Job Description:
At Associated Bank we strive to create an inclusive culture
where different perspectives are valued and recognized as strengths
critical to our success. If you thrive in an environment where your
growth and development are encouraged and supported, then
Associated Bank may be the right place for you.We invite you to
view the opportunity below.Actively participate in the Wealth
Planning Business Development Team to support client advisers and
integrate goal-based financial planning into sales and service
delivery. Focus on increasing the close rate of new, complex
prospects and deepening relationships with existing clients using a
fiduciary approach. Provide enterprise-wide guidance and serve as a
subject matter expert to resolve complex planning issues. Work with
high-net-worth individuals and apply complex wealth planning
concepts. Support and drive new business activities across all
business lines of Associated Bank. Build and maintain a network of
contacts to facilitate new business production. Success is based on
achieving market-based sales results related to financial planning
assets.This person will also:
- Increase close rates for new, complex wealth planning prospects
and deepen existing client relationships. Maintain relationships
within Private Wealth (PW) and other business lines for joint
activities and opportunities.
- Support market-based planners in leveraging goal-based
financial planning and identifying cross-sell opportunities.
Develop and recommend solutions for complex planning issues.
- Collaborate with PW colleagues to identify wealth planning
opportunities, structure recommendations, and create client
presentations.
- Develop and present materials on financial planning and wealth
management to drive business opportunities.
- Track follow-up activities on prospects and clients using
Salesforce and MoneyGuidePro.
- Stay updated on legislative rules, insurance, finance, and
human resources trends to serve as a subject matter expert.
- Attend sales training seminars and maintain knowledge of PW
products and services to assist colleagues and clients.Review the
qualifications listed below:Education
- Bachelor's Degree or equivalent combination of education and
experience in Business, Finance, Accounting or related field.
RequiredExperience
- 4-7 years Wealth/Financial planning and planning software.
Understanding of advanced financial planning concepts. Broad
knowledge of investment, insurance products, consultative sales.
Strong awareness of tax planning issues. RequiredLicenses and
Certifications
- CFP-Certified Financial Planner or CWS-Certified Wealth
Strategist by start date. Required
- Life , Accident and Health Insurance License within 1 year.
Required
- Series 7-Stockbroker Exam by start date. Preferred
- CPA - Certified Public Accountant by start date. PreferredIn
addition to core traditional benefits, we take pride in offering
benefits for every stage of life.
- 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.Associated Bank serves more than 120 communities
throughout Wisconsin, Illinois and Minnesota and we consider our
colleagues critical to our continued success. See why our
colleagues continually vote us a best place to work in the Midwest.
Join our community on Facebook, LinkedIn and X.Compliance
StatementAssociated Bank is an equal opportunity employer committed
to creating a diverse workforce. We support a work environment
where colleagues are respected and given the opportunity to perform
to their fullest potential. We consider all qualified applicants
without regard to race, religion, color, sex, national origin, age,
sexual orientation, gender identity, disability or veteran status,
among other factors.Fully complies with all applicable enterprise
policies and procedures. Acts in compliance with all applicable
laws and regulations as outlined in training materials, including
but not limited to Bank Secrecy Act. Responsible for reporting
suspicious activity to Financial Intelligence. Responsible to
report all customer complaints as prescribed and procedure
violations to management or HR.Responsible to report ethical
concerns as needed to Associated Bank's anonymous Ethics
Hotline.Associated Bank provides additional assistance to
individuals with disabilities throughout the application &
interview process. Please contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the interview process.Associated
Banc-Corp is an Affirmative Action and Equal Opportunity Employer.
Associated Banc-Corp participates in the E-Verify Program. E-Verify
Notice English or Spanish. Know Your Right to Work English or
Spanish.Associated Bank is Pay Transparency compliant.
Keywords: Disability Solutions, Fond du Lac , Wealth Planner, Accounting, Auditing , Green Bay, Wisconsin
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