Senior Wealth Planner

Associated Bank National • Minneapolis, MN • 9h ago

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. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. The Wealth Planning Strategist partners with advisors and business lines to deliver goal-based financial planning solutions for high-net-worth clients. This role focuses on increasing new business close rates while deepening existing relationships through sophisticated planning strategies. You'll serve as a trusted expert, influencing complex client outcomes and driving growth across the bank. What You'll Do: Drive new business growth by increasing close rates on complex wealth planning opportunities and expanding existing client relationships. Partner with advisors and business lines to identify, structure, and deliver tailored goal-based financial planning solutions. Advise high-net-worth clients on advanced strategies including wealth transfer, succession planning, executive compensation, and insurance solutions. Build and maintain a strong referral network to generate new client opportunities and support enterprise-wide growth. Develop client-ready presentations, financial plans, and product illustrations to support sales and client engagement. Collaborate across Private Wealth, Commercial, and Consumer Banking to uncover cross-sell opportunities and deliver integrated solutions. Serve as a subject matter expert, staying current on regulations, tax implications, and industry trends to guide clients and colleagues. Track pipeline activity and client engagement using CRM tools to ensure timely follow-up and consistent business development. What You'll Bring: Education & Experience Required Bachelor's degree in Business, Finance, or equivalent experience. 4+ years of wealth or financial planning experience. Strong knowledge of advanced planning concepts, including tax, insurance, and investment strategies. CFP (Certified Financial Planner) or CWS (Certified Wealth Strategist) certification by start date. Preferred Life, Accident, and Health Insurance License. Series 7 license. CPA (Certified Public Accountant) designation. Experience working with high-net-worth clients and complex planning scenarios. Why You'll Love Working Here At Associated Bank, you'll be part of a collaborative, client-first culture that values expertise, innovation, and relationship building. You'll have opportunities to grow your network, expand your influence, and work on meaningful, complex client engagements. Apply today to make an impact. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. 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 community. Opportunities to connect with others through our diversity-focusedColleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri 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 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. $139,370.00 - $238,920.00 per year 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.

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