Associated Bank
Director of Wealth Planning
Associated Bank, Neenah, Wisconsin, United States, 54956
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.
Job Responsibilities
Develop overall direction, strategy, objectives, and policies to support profitability and growth for the Wealth Planning line of business.
Lead the Wealth Planning Business Development team that supports client advisers by integrating goal-based wealth planning into sales and service delivery.
Collaborate and execute high-level strategic partnerships with all lines of business to increase the close rate of new, complex prospects and deepen relationships with existing clients.
Apply complex planning concepts including insurance solutions, wealth transfer planning, gift tax planning, business continuation strategies, succession planning, and executive compensation.
Provide leadership, direction, and management in the development, communications, and execution of strategic Wealth Planning initiatives.
Analyze and propose new products, sales approaches, and procedures to reach strategic initiatives and build overall asset growth.
Manage wealth planning colleagues directly, establishing performance goals and mentoring the team to achieve sales and service goals.
Initiate and maintain relationships within Private Wealth and other business lines to perform joint calling activities and share opportunities.
Provide support, direction, and delivery of training to market-based planners to assist in identifying opportunities for goal-based wealth planning.
Develop and maintain policies, procedures, and business plans that support goal-based financial planning.
Serve as the enterprise-wide subject matter expert regarding goal-based wealth planning and maintain awareness of legislative rules and regulations.
Attend sales training seminars and workshops to stay current with industry knowledge.
Education and ExperienceEducation: Bachelor's Degree or equivalent combination of education and experience in Business or Finance Required.
Experience: 8-10 years Wealth/Financial planning experience. Expert understanding of advanced financial planning concepts. Experience with wealth/financial planning software. Broad knowledge of investment and insurance products. Experience in consultative sales. Strong awareness of tax planning issues. Required.
4-6 years Experience leading a team focuses on financial sales or wealth planning. Required.
Licenses and Certifications
CFP-Certified Financial Planner by start date Required.
CPA - Certified Public Accountant by start date Preferred.
Life, Accident and Health and Variable Insurance License within 1 year Required.
Series 7-Stockbroker Exam by start date Preferred.
Other Series 66 by start date Preferred.
BenefitsIn 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, 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.
Compliance StatementAssociated 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.
For individuals requiring assistance throughout the application & interview process, please contact
leavesandaccommodations@associatedbank.com .
#J-18808-Ljbffr
Job Responsibilities
Develop overall direction, strategy, objectives, and policies to support profitability and growth for the Wealth Planning line of business.
Lead the Wealth Planning Business Development team that supports client advisers by integrating goal-based wealth planning into sales and service delivery.
Collaborate and execute high-level strategic partnerships with all lines of business to increase the close rate of new, complex prospects and deepen relationships with existing clients.
Apply complex planning concepts including insurance solutions, wealth transfer planning, gift tax planning, business continuation strategies, succession planning, and executive compensation.
Provide leadership, direction, and management in the development, communications, and execution of strategic Wealth Planning initiatives.
Analyze and propose new products, sales approaches, and procedures to reach strategic initiatives and build overall asset growth.
Manage wealth planning colleagues directly, establishing performance goals and mentoring the team to achieve sales and service goals.
Initiate and maintain relationships within Private Wealth and other business lines to perform joint calling activities and share opportunities.
Provide support, direction, and delivery of training to market-based planners to assist in identifying opportunities for goal-based wealth planning.
Develop and maintain policies, procedures, and business plans that support goal-based financial planning.
Serve as the enterprise-wide subject matter expert regarding goal-based wealth planning and maintain awareness of legislative rules and regulations.
Attend sales training seminars and workshops to stay current with industry knowledge.
Education and ExperienceEducation: Bachelor's Degree or equivalent combination of education and experience in Business or Finance Required.
Experience: 8-10 years Wealth/Financial planning experience. Expert understanding of advanced financial planning concepts. Experience with wealth/financial planning software. Broad knowledge of investment and insurance products. Experience in consultative sales. Strong awareness of tax planning issues. Required.
4-6 years Experience leading a team focuses on financial sales or wealth planning. Required.
Licenses and Certifications
CFP-Certified Financial Planner by start date Required.
CPA - Certified Public Accountant by start date Preferred.
Life, Accident and Health and Variable Insurance License within 1 year Required.
Series 7-Stockbroker Exam by start date Preferred.
Other Series 66 by start date Preferred.
BenefitsIn 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, 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.
Compliance StatementAssociated 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.
For individuals requiring assistance throughout the application & interview process, please contact
leavesandaccommodations@associatedbank.com .
#J-18808-Ljbffr