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