Virtual Financial Advisor

Role Summary

The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions. This role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high‑quality experience through phone, video, screen sharing, and occasional in‑person meetings. It offers a strong development path for someone motivated by clear goals, client education, and future growth in financial advising.

• Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.
• Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.
• Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow‑through.
• Achieve assigned sales and growth goals while participating in incentive compensation programs.
• Manage warm referrals from branch partners and internal teams within defined service time frames.
• Collaborate with business partners to support cross‑sell opportunities and holistic client solutions.
• Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.
• Partner with Financial Advisors to develop sales, book‑management, and relationship‑building skills for future growth opportunities.

• Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
• 5+ years of brokerage, investments, or financial services experience.
• Series7 license.
• Series
  63 and 65 licenses, or Series
  66 license.
• Life and Health Insurance license.

• Bachelor’s degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
• 6+ years of brokerage, investments, or financial services experience.
• 3+ years of relationship management or consultative sales experience.
• Prior experience in a similar advisor or financial services sales role.
• Experience educating clients and explaining investments or financial solutions.

This role offers warm outreach, established client relationships, and the opportunity to help clients better understand their financial options. You’ll gain hands‑on experience managing a book of business, partnering with Financial Advisors, and building skills that can support future growth into broader financial advising opportunities. Join a team‑oriented environment where your client focus, sales drive, and follow‑through can make a meaningful impact.

• 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, employee stock purchase plan, and military benefits.
• Personal banking, loan, investment, and insurance benefits.

Associated 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, reporting all customer complaints, and reporting ethical concerns through the anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandacco if you need an accommodation at any time during the process.

Associated Banc‑Corp participates in the E‑Verify Program.

$21.64 – $37.09 per hour (actual pay may vary based on location, skills, experience, education, and qualifications). Total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.