Financial Advisor
Associated Bank - Corp | |
parental leave, paid time off, 401(k) | |
United States, Wisconsin, Neenah | |
100 W Wisconsin Ave (Show on map) | |
Nov 28, 2024 | |
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. In-Office in Neenah covering Neenah, Grand Chute and Oshkosh. This position is NOT open to relocation at this time.The Financial Advisor will provide quality financial (primarily investment and insurance) products, services and advice to customers; ongoing service to existing clients and build customer base via bank and non-bank resources. Ensure the sales process is based upon a holistic profiling/financial planning approach to ensure client satisfaction and attainment of maximum sales and referral opportunities. May serve as member of a "Professional/High Net Worth" client sales team with an emphasis on investment and insurance products/services using a financial planning foundation for the relationship. Expectations for this position require the ongoing focus on building solid and long-lasting relationships by engaging all customers in a positive manner. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Job Accountabilities
Note: This position requires, a check of criminal background and credit records as a FINRA registered position. Education: Bachelor's Degree Business or Finance Required
Licenses and Certifications:
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX. Compliance 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. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process. Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank isPay Transparencycompliant. 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. $0.00 - $0.00 |