Financial Advisor - Oconomowoc

Location: Town of Oconomowoc

## Financial Advisor - Oconomowoc Apply remote type:
On-Site locations:
Oconomowoc 1456 Summit:
Watertown 600 Main:
Sussex N64 W23710 Maintime type:
Full time posted on:
Posted Todayjob requisition :
JR106184

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.
*** Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience. This is an excellent opportunity for an experienced advisor looking to expand their impact and grow within a collaborative wealth management environment.##

* ** Develop
* * and strengthen client relationships by delivering holistic financial planning and investment guidance.
* ** Analyze
* * clients’ financial goals, needs, and risk tolerance to recommend tailored investment and insurance solutions.
* ** Grow
* * advisory, financial planning, and insurance business through proactive business development and referral partnerships.
* ** Partner
* * with banking, trust, and private banking colleagues to deliver comprehensive wealth management solutions.
* ** Maintain
* * expertise in investment products, insurance strategies, market trends, and financial planning best practices.
* ** Ensure
* * all client transactions and documentation are completed accurately and in compliance with regulatory requirements.
* ** Support
* * and educate bank associates to strengthen referral opportunities and client engagement.
* ** Deliver
* * exceptional service that enhances client satisfaction, retention, and long-term loyalty.## Education & Experience### Required
* Bachelor's degree in Business, Finance, or a related field.
* 3+ years of investment and insurance sales experience.
* Demonstrated success developing advisory and fee-based business.
* Existing significant book of business with trailing annual production of approximately $250,000+.
* Series 7 license.
* Series 63, Series 65, or Series 66 license.
* Life, Health, and Variable Insurance License.
* Reliable transportation and ability to travel throughout the assigned market.### ### Preferred
* 5+ years of investment and insurance sales experience.
* Existing significant book of business with trailing annual production of approximately $400,000+.
* Advanced financial planning expertise and advisory business development experience.
* Certified Financial Planner (CFP) designation.
* Chartered Financial Analyst (CFA) designation.
*
* Note:

** This position requires a criminal background and credit check because it is a FINRA-registered role.## ## Why You'll Love Working Here At Associated Bank, you'll join a collaborative team that values relationship building, professional growth, and client-centered advice. You'll have opportunities to expand your expertise, partner with experienced wealth management professionals, and make a meaningful difference in the financial lives of your clients.

** 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…