Financial Advisor

About the Role 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. We’re seeking a Financial Advisor to join our established team—stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level. In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long‑lasting relationships. Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization. Responsibilities Assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations. Effect sales of investment and insurance products as requested by the client. Achieve objectives related to advisory business, financial planning, insurance, and other key metrics as determined by the line of business. Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team‑selling model. Ensure transaction documentation is completed and submitted on a timely basis, resolving any issues promptly. Collaborate with banking and Wealth Management teams and apply expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals. Qualifications Bachelor’s Degree in Business or Finance 3+ years of advisory/fee‑based investment and insurance sales, growing a thriving book of business of $250,000 or more 5+ years of advisory/fee‑based investment and insurance sales, growing a thriving book of business of $400,000 or more Licenses and Certifications Life, Health and Variable Insurance License (required) Series 7 – Stockbroker Exam (required) Series 63 / Series 66 or Series 65 (required) CFP – Certified Financial Planner (preferred) CFA – Chartered Financial Analyst (preferred) Work Requirements This position requires a check of criminal background and credit records as a FINRA registered position. Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams. All offers are contingent upon successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant. Compensation The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. This role offers a commissions‑based structure that includes a monthly draw equal to $48,000.00 per year plus generous commissions that increase based on sales volume achieved. Benefits In addition to core traditional benefits, we take pride in offering benefits for every stage of life, including retirement savings (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 more. Personal banking, loan, investment and insurance benefits. Equal Opportunity Statement 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. #J-18808-Ljbffr