Cfa Hiring Jobs in Appleton, WI (NOW HIRING)

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.

Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will help high-net-worth clients navigate complex wealth planning and fiduciary solutions. This role combines relationship management, strategic business development, and financial planning expertise to grow client assets and deepen long-term partnerships. You'll work closely with internal specialists and community partners while building a meaningful impact within Wealth Management.

Key Accountabilities

• Develop and execute tailored sales strategies to generate new trust and wealth management business.
• Build and strengthen relationships with high-net-worth clients, referral partners, and centers of influence.
• Advise clients on sophisticated financial planning topics including estate, retirement, investment, and charitable planning.
• Identify cross-selling opportunities and collaborate with internal partners to deliver comprehensive financial solutions.
• Manage assigned trust and fiduciary accounts, including account reviews, cash flow coordination, and client documentation.
• Review estate planning documents and trust agreements to ensure accurate administration and compliance.
• Maintain an active sales pipeline and track business development activity through Salesforce.
• Represent the bank in community and professional organizations to enhance visibility and generate referrals.

Education & Experience

Required

• Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience.
• 10+ years of experience managing high-level client relationships within financial services or investment management.
• 10+ years of experience in personal trust, fiduciary administration, estate planning and wealth management sales.
• Strong understanding of estate planning, financial planning, taxes, and discretionary asset management.
• Proven success developing new business and achieving sales goals within a team-oriented environment.
• Ability to travel locally with reliable transportation and a valid driver's license, if applicable.

Preferred

• CFP, CPA, CFA, or CTFA designation.
• FINRA Series 6, 7, and 63 licenses.
• Experience partnering across banking and wealth management business lines to deliver integrated client solutions.

Why You'll Love Working Here

At Associated Bank, you'll join a collaborative team focused on delivering personalized financial guidance and exceptional client experiences. The organization supports professional growth through ongoing development opportunities, strong internal partnerships, and meaningful community engagement. Apply today to make an 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-focusedColleague Resource Groups.

• Competitive salaries with professional development and advancement opportunities.

• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

• Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

Compliance Statement

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. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

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.