Senior Wealth Advisor

Overview

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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

The Senior Wealth Advisor leads relationships with high net worth and ultra-high net worth clients, delivering tailored wealth strategies across investments, banking, trust, and planning. This role acts as the primary point of contact, coordinating internal specialists to provide seamless, high-impact solutions. You ll work with complex client needs including estate planning, business succession, and tax-aware strategies. The position offers strong growth through business development, leadership opportunities, and collaboration with senior stakeholders.

Success is defined by client satisfaction, asset growth, and long-term relationship expansion.

• Develop and grow a portfolio of high net worth/ultra high net worth clients through referrals, centers of influence, and strategic networking.

• Lead client relationships by assessing needs, building comprehensive plans, and coordinating internal experts.

• Drive revenue growth across investments, trust, banking, and planning services.

• Deliver holistic wealth advice, including estate planning, tax strategies, and credit solutions.

• Maintain strong client retention through proactive engagement and high-quality service delivery.

• Ensure compliance with fiduciary standards, regulatory requirements, and internal policies.

• Track and manage pipeline activity using CRM tools to support business development goals.

• Mentor junior advisors and contribute to team development and market leadership.

Required:

• Bachelor s degree in Business, Finance, or related field (or equivalent experience)

• 10+ years of experience in private wealth, private banking, or trust/estate advisory

• Proven track record in business development, client retention, and revenue growth

• Strong expertise in relationship management and consultative sales

• At least one certification: CFP, CHFC, CWS, CTFA, or FINRA Series 7/66

Preferred:

• Master s degree in Business, Finance, or related field

• Advanced experience managing complex UHNW client relationships

• Leadership experience mentoring or managing advisors

At Associated Bank, you ll join a collaborative, client-focused culture that values expertise, integrity, and innovation. You ll have access to robust resources, cross-functional partnerships, and opportunities to grow your career while making a meaningful impact for clients.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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, Minnesota, and Missouri 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, Linked In and X.

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. 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 throughout the application, interview and hiring process.…