Strategic Wealth Planner for HNW Clients

Associated Bank seeks a seasoned wealth planning professional to partner with wealth advisors and bankers, delivering customized planning strategies for high-net-worth clients. You will present sophisticated financial solutions and collaborate with attorneys, accountants, and other experts to coordinate comprehensive client outcomes. The role requires a strong track record in wealth management, relationship-building, and consultative sales, with licenses such as Series 7 and CFP or CWS