Wealth Management Development Program - Summer 2025 Start

Company: Disability Solutions
Location: Green Bay
Posted on: October 17, 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.Due to work requirements, candidates must be located within 30 miles of Green Bay or Milwaukee. We invite you to view the opportunity below.Associated Bank's Emerging Talent Programs are committed to growing high potential talent and accelerating their development by providing training, career development planning, networking opportunities, mentorship, performance feedback and robust assignments highlighting the functional areas' value and impact across the organization. In the Wealth Management Development Program, trainees will participate in a 12-month rotational introduction to the key disciplines of Financial Planning, Trust (Personal, Corporate, Institutional), Retirement Plan Services, Investment Management, and Private Banking. Trainees will experience a combination of on-the-job training with selective classroom training to enhance their development. Within the rotations, the trainees will go through a structured sequence of tasks to learn the fundamentals of the discipline with the goal of contributing to daily client deliverables for the respective lines of business.This person will:--- Expand knowledge and expertise through ongoing specialized training.--- Under guidance, support the successful execution of assigned initiatives, through project planning, coordination of partnerships, project management against defined key milestones, communications between all stakeholders.--- Complete required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.--- Learn and understand the Wealth Management environment including aspects such as the sales and service delivery model, distribution channels, client and industry segmentation, financial planning approach, investment management story, growth strategies, brand, regulatory and compliance standards, and infrastructure, etc.--- Participate in a structured mentorship program and attend networking events with peers and executives.--- Attend development workshops, skills training, and receive regular feedback to support your growth and performance.--- Receive comprehensive performance feedback, focusing on personal and professional development.Review the qualifications listed below:Education--- Bachelor's Degree in Business, Finance, Accounting or Economics, Required.--- Sales experience and exposure to CFP prep curriculum, Required.Experience--- Less than 2 years Entry Level, Preferred.In 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 Management Development Program - Summer 2025 Start, Executive , Green Bay, Wisconsin