Virtual Financial Advisor

Virtual Financial Advisor

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 conducts a thorough background check on all new hires.

Role Summary: The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions. This role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high-quality experience through phone, video, screen sharing, and occasional in-person meetings. This position offers a strong development path for someone motivated by clear goals, client education, and future growth in financial advising.

Key Accountabilities:

• Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.
• Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.
• Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.
• Achieve assigned sales and growth goals while participating in incentive compensation programs.
• Manage warm referrals from branch partners and internal teams within defined service timeframes.
• Collaborate with business partners to support cross-sell opportunities and holistic client solutions.
• Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.
• Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Education & Experience Required:

• Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
• 5+ years of brokerage, investments, or financial services experience.
• Series 7 license.
• Series 63 and 65 licenses, or Series 66 license.
• Life and Health Insurance license.

Preferred:

• Bachelor's degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
• 6+ years of brokerage, investments, or financial services experience.
• 3+ years of relationship management or consultative sales experience.
• Prior experience in a similar advisor or financial services sales role.
• Experience educating clients and explaining investments or financial solutions.

Why You'll Love Working Here:

This role offers warm outreach, established client relationships, and the opportunity to help clients better understand their financial options. You'll gain hands-on experience managing a book of business, partnering with Financial Advisors, and building skills that can support future growth into broader financial advising opportunities. Join a team-oriented environment where your client focus, sales drive, and follow-through can make a meaningful 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-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.

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. 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.