Senior Wealth Advisor

Senior Wealth Advisor

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.

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. The role acts as the primary point of contact, coordinating internal specialists to provide seamless, high‑impact solutions.

• 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.

• 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.

• Collaborative, client‑focused culture that values expertise, integrity, and innovation.
• Access to robust resources, cross‑functional partnerships, and opportunities to grow your career while making a meaningful impact for clients.
• Benefits for every stage of life, including retirement savings (401(k) and Pension plans), paid time off to volunteer, diversity‑focused colleague resource groups, competitive salaries, and professional development and advancement opportunities.
• Bonus benefits such as well‑being programs, incentives, parental leave, an employee stock purchase plan, military benefits, and more.
• 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.

$ – $ per year (anticipated base pay; actual pay may vary based on location, skills, experience, and qualifications).