JOB REQUIREMENTS: 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. Actively serves as a part of the Wealth Planning Business Development Team that supports our client advisers and works with the Director of Wealth Planning to integrate goal-based financial planning into our sales and service delivery. The focus is to increase the close rate of new, complex prospects along with deepening relationships with existing clients using a fiduciary approach. Expected to provide enterprise-wide guidance to our market-based colleagues. Serves as a subject matter expert who is able to identify and assist our clients resolve complex planning issues. Expected to work with and provide recommendations to high net worth individuals, including company owners, presidents, CEOs, controllers, human resources professionals, etc.. Expected to recognize and apply complex wealth planning concepts. These concepts include insurance solutions, wealth transfer planning, gift tax planning, business continuation strategies, succession planning, and executive compensation. Spend a significant portion of time supporting and driving new business activities across all business lines of Associated Bank. Expected to build and maintain a large network of contacts in order to facilitate new business production. Success will be based on the overall achievement of market based sales results related to the capture of financial planning assets. Job Accountabilities Increase the close rate of new, complex prospects for wealth planning along with deepening relationships with existing clients. Initiate external and internal contacts for the development and funding of new business. Maintain relationships within Private Wealth (PW) and other business lines to perform joint calling activities and share prospect and customer opportunities. Demonstrate and apply a working knowledge of related bank services and solutions, with the ability to effectively profile clients for the identification of cross-selling opportunities and referrals. Provide support to the market based planners that assist WM colleagues in identifying opportunities to leverage the goal based financial planning. The goal is to increase deep and cross sell... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/1830B1FFC27B45C6