Financial Advisor
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Before you apply
Salary$48k
LocationWI Stevens Point
Work modeon-site
Typefull-time
SeniorityMid
Experience3+ yrs
Company size5,001–10,000 people
First seenSep 10, 2026 · 1mo ago
Verified live4d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's Degree Business or Finance
3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more
Life, Health and Variable Insurance License
Series 7-Stockbroker Exam
Other Series 63 / Series 66 or Series 65
5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more
CFP-Certified Financial Planner
CFA-Charted Financial Analyst
Must have access to reliable transportation and the ability to lawfully drive self
Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams
All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4
Benefits
Retirement savings
401(k)
Pension
Paid time off to volunteer
Diversity focused colleague resource groups
Professional development
Well being programs
Parental leave
Employee stock purchase plan
Military benefits
Personal banking loan investment insurance benefits
About the company
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.
About the role
Are you energized by a collaborative, entrepreneurial environment? We’re seeking a Financial Advisor to join our established team—stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level.
In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.
Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization.
Key Accountabilities
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Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client.
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Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business.
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Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model.
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Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner.
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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
Education: Bachelor’s Degree Business or Finance Required
Experience:
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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
Licenses and Certifications:
•
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
Note: This position requires a check of criminal background and credit records as a FINRA registered position.
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required
Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams.
Legal
All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant.
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.
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Retirement savings including both 401(k) and Pension plans.
•
Paid time off to volunteer in your community.
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Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
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Competitive salaries with professional development and advancement opportunities.
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Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
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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.
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