Financial Advisor

Associated Bank

Financial Advisor at Associated Bank delivering personalized financial planning and insurance advice to clients in Stevens Point. Building long-term relationships and achieving financial objectives in a community-focused environment.

Posted 5/28/2026full-timeStevens Point • Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $48,000 per yearWebsite

About the role

Key responsibilities & impact

Provide quality financial planning services and tailored investments and insurance advice to new and existing customers.
Build solid and long-lasting relationships.
Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives.
Make appropriate recommendations, effect sales of investment and insurance products as appropriate for and 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.
Complete and submit transaction documentation on a timely basis, while resolving any issues promptly.
Collaborate with banking and Wealth Management teams and bring 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.

Requirements

What you’ll need

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 (Required).
5+ years of advisory/fee-based Investment and insurance sales, growing a thriving book of business of $400,000 or more (Preferred).
Life, Health and Variable Insurance License (Required).
Series 7-Stockbroker Exam (Required).
Other Series 63 / Series 66 or Series 65 (Required).
CFP-Certified Financial Planner (Preferred).
CFA-Charted Financial Analyst (Preferred).
Must have access to reliable transportation and the ability to lawfully drive self, if applicable.

Benefits

Comp & perks

Retirement savings including both 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.
Employee stock purchase plan.
Military benefits.
Personal banking, loan, investment and insurance benefits.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment salesinsurance salesadvisory servicestransaction documentationsales metricsclient analysisholistic financial approachteam-selling modeleconomic trends

Soft Skills

relationship buildingcollaborationcommunicationproblem-solvingcustomer serviceteamworkinsight generationadaptabilitytime managementclient-focused

Certifications

Bachelor's Degree in Business or FinanceLife, Health and Variable Insurance LicenseSeries 7-Stockbroker ExamSeries 63Series 66Series 65CFP-Certified Financial PlannerCFA-Chartered Financial Analyst