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Financial Advisor Guidance Center - GREEN BAY, WI,

Job Information

Job Order ID :
WI3653251
# of Positions :
1
Minimum Education Level :
Vocational Degree
Experience Required :
Training :
Associate Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: 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 invite you to view
the opportunity below. The Associated Investment Services (AIS) Guidance
Center Financial Consultant role with Associated Bank is part of the AIS
Guidance Center team, comprised of energetic, self-motivated Financial
Consultants working to expand and deepen relationships with clients
assigned to the AIS Guidance Center as well as prospecting for new
clients. This position requires at minimum, a check of criminal
background and credit records as a FINRA registered position. Due to
work requirements, candidates must be located within the Green Bay,
Milwaukee, Madison, or Wausau WI areas. While this position is not
eligible for fully remote work, it is eligible for a hybrid work
arrangement. We invite you to view the opportunity below: This person
will: Proactively contact clients to introduce our services and
establish longer-term successful relationships by educating clients on
their current portfolios. Organically build our book of business by
conducting a needs analysis and uncovering additional investment
opportunities by profiling for financial needs and delivering investment
solutions directly or indirectly, via referral, to an AIS field
representative. Develop and nurture strong relationships with key
business partners to facilitate cross selling opportunities and create
referral opportunities for the AIS Guidance Center. Requirements:
Education Associate\'s Degree Or Technical Diploma in Business, Finance,
or Accounting.Required Bachelor\'s Degree Finance, Business or Related
Degree.Preferred Experience 1-3 years Brokerage/Investment experience,
or background in the financial industry.Required 3-5 years
Brokerage/Investment/Operations experience.Preferred Licenses and
Certifications Series 7-Stockbroker Exam.Required Other Series 63 and
Series 65 Licenses or Series 66 License.Required Life & Health Insurance
License. Required In addition to core traditional benefits, we take
pride in offering benefits for every stage of life. Retirement savings
including both 401(k) and Pension plans. Paid time off to volunteer in
your\... For full info follow application link. The employment policy of
Associated Banc-Corp, and its subsidiaries and affiliates
(\"Associated\") provides equal opportunity to all persons. We support a
diverse and inclusive work environment where colleagues are respected,
treated fairly, and given equal opportunities to perform to their
fullest potential. We believe it is only with a diverse and inclusive
workplace that the organization can truly perform at its best, carry out
its vision, and make a difference for the communities we serve.
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/96CF429D706143F4

Company Information

Name :
ASSOCIATED BANK NA

Application Information

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