Financial Advisor

Associated Bank, NA(2 months ago)

Stevens Point, WIOnsiteFull TimeMedior$48,000 - $48,000Wealth Management

About this role

Associated Bank is hiring a Financial Advisor to join an established team at its Stevens Point branch and support surrounding communities. The role steps into an existing book of business and is positioned for earnings growth through a commission-based structure with a monthly draw. The advisor serves new and existing customers through a community-focused, relationship-driven wealth offering.

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Required Skills

Financial Planning
Investment Advice
Insurance Sales
Portfolio Management
Client Relationship
Business Development
Team Collaboration
Documentation
Compliance
Economic Trends

Qualifications

Bachelor's Degree in Business or Finance
Life Insurance License
Health Insurance License
Variable Insurance License
Series 7
Series 63
Series 65
Series 66
CFP
CFA

About Associated Bank, NA

associatedbank.com

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.

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