Financial Advisor

## Financial Advisor Apply remote type:
On-Site locations:
St Louis Park 5353 Wayzatatime type:
Full time posted on:
Posted Todayjob requisition :
JR105982

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.
***** Role Summary
** Help clients and prospects identify financial goals and needs through a holistic financial planning approach, providing investment, insurance, brokerage, advisory, and related wealth solutions. This role partners closely with branch teams and Wealth Management colleagues to deepen existing relationships, build new client relationships, and grow an established Minnesota territory. The position offers an existing book of business, branch referral support, and access to a full suite of financial planning, investment, and insurance solutions.
** Key Accountabilities**
* ** Advise
* * clients and prospects by analyzing financial needs and objectives and recommending appropriate investment, insurance, advisory, and financial planning solutions.
* ** Use
* * financial planning principles and tools, including Money Guide Pro, as the foundation for client profiling and planning conversations.
* ** Grow
* * an existing book of business by developing new relationships through bank referrals, non-bank resources, proactive business development, and networking.
* ** Partner
* * with branch teams, Private Banking, Personal Trust, and other Wealth Management colleagues to deliver coordinated solutions for clients.
* ** Maintain
* * strong knowledge of investment products, insurance strategies, economic trends, capital markets, and the financial needs of the client segment served.
* ** Operate
* * in full compliance with internal policies, procedures, applicable regulations, and laws.
* ** Achieve
* * business objectives related to advisory business, financial planning, insurance, production, revenue growth, and other key performance metrics.
* ** Complete
* * transaction documentation accurately and timely, while helping resolve trade processing or service-related issues.
** Education & Experience
**** Required
* ** Bachelor’s degree in Business or Finance.
* 3+ years of investment and insurance sales experience.
* Trailing production of $250,000–$400,000 from an existing, significant book of business.
* Demonstrated advisory or fee-based business development experience.
* Life, Health, and Variable Insurance License.
* Series 7 license.
* Series 63, Series 66, or Series 65 license.
* Must have access to reliable transportation and the ability to lawfully drive self, if applicable.
** Preferred
* ** 5+ years of investment and insurance sales experience.
* Trailing production of $400,000 from an existing, significant book of business.
* Demonstrated financial planning skill set and advisory business development experience.
* Existing securities licenses, including Series 7, Series 63, Series 65, or Series 66.
* Bank financial advisor experience.
* Wealth management background and industry connections.
* Certified Financial Planner designation.
* Chartered Financial Analyst designation.
** Why You’ll Love Working Here
** Join a collaborative Wealth Management team with branch referral support, an established bank territory, and an existing book of business to help accelerate client relationship growth. You’ll have access to a full suite of financial planning, investment, and insurance offerings while making a meaningful impact for clients and communities.
** Apply today to make an impact.
** 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…