Jobs Companies Associated Bank Senior Wealth Planner

Sobre este puesto de Senior Wealth Planner en Associated Bank

Associated Bank · Presencial · Chicago 525 Monroe

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.

Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals. In this role, you'll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful impact across the organization.

Key Accountabilities

  • Partner with wealth advisors and bankers to identify and pursue new business opportunities with high-net-worth clients and prospects.
  • Develop customized wealth planning strategies, including estate, business succession, executive compensation, insurance, and wealth transfer planning.
  • Present planning recommendations and financial solutions that help clients achieve their long-term goals.
  • Collaborate with attorneys, accountants, and other professional advisors to coordinate comprehensive client solutions.
  • Drive relationship growth by identifying cross-sell opportunities across investment management, banking, insurance, and trust services.
  • Serve as a subject matter expert on complex financial planning concepts, tax considerations, and wealth strategies.
  • Deliver educational presentations and thought leadership events to clients, prospects, and internal teams.
  • Maintain strong prospect and client pipelines through proactive follow-up and relationship management.

Education & Experience

Required

  • Bachelor's degree in Business, Finance, or a related field, or equivalent combination of education and experience.
  • 4+ years of experience in wealth planning, financial planning, wealth management, or a related advisory role.
  • Strong knowledge of advanced financial planning concepts, investment solutions, insurance strategies, and tax planning considerations.
  • CFP® (Certified Financial Planner) or CWS® (Certified Wealth Strategist) designation by start date.
  • Strong relationship-building, presentation, and consultative sales skills.

Preferred

  • Life, Accident & Health Insurance License.
  • Series 7 securities license.
  • CPA designation.
  • Experience working with high-net-worth individuals, business owners, and executive-level clients.
  • Experience using financial planning software and developing complex planning recommendations.

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-focused Colleague Resource Groups. 

  • Competitive salaries with professional development and advancement opportunities. 

  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.  

  • Personal banking, loan, investment and 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 on Facebook, LinkedIn and X.

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 contact [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.


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.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


$139,370.00 - $238,920.00 per year
¿Listo para postularte en Associated Bank?
Postúlate en Associated Bank

Sobre Associated Bank

At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.

Ver todos los empleos en Associated Bank →

Empleos similares

AB
Vice President, First Line Risk - Deposits
Associated Bank
⚡ Postúlate pronto WI Green Bay Presencial $70,280–$120,480
● Nuevo 👁 Visto ✓ Postulado hace 5h
AB
Voice of the Colleague Program Manager
Associated Bank
⚡ Postúlate pronto Green Bay 433 Main Presencial $56,420–$96,720
● Nuevo 👁 Visto ✓ Postulado hace 1d
AB
Director of Fraud Operations
Associated Bank
⚡ Postúlate pronto Omaha 8990 Dodge Presencial $150,920–$258,720
● Nuevo 👁 Visto ✓ Postulado hace 1d
AB
Model Risk Manager
Associated Bank
⚡ Postúlate pronto WI Milwaukee Presencial $141,890–$243,240
● Nuevo 👁 Visto ✓ Postulado hace 1d
AB
Teller
Associated Bank
⚡ Postúlate pronto WI Milwaukee Presencial $35,360–$47,757
● Nuevo 👁 Visto ✓ Postulado hace 2d
AB
Teller
Associated Bank
⚡ Postúlate pronto IL Belleville Presencial $35,360–$47,757
● Nuevo 👁 Visto ✓ Postulado hace 3d
AB
Bank Manager
Associated Bank
⚡ Postúlate pronto WI Wautoma Presencial $58,450–$100,200
● Nuevo 👁 Visto ✓ Postulado hace 3d
AB
Branch Manager-ANB
Associated Bank
⚡ Postúlate pronto Omaha 9009 Maple Presencial $58,450–$100,200
● Nuevo 👁 Visto ✓ Postulado hace 5d
AB
Senior Fiduciary Officer
Associated Bank
⚡ Postúlate pronto Green Bay 200 Adams Presencial $102,200–$175,200
● Nuevo 👁 Visto ✓ Postulado hace 5d

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en Associated Bank

Ver todos los empleos en Associated Bank →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis