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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: firstname.lastname@example.org
Job Summary The Wealth Management Trainee Program is a 14-month rotational introduction to the key disciplines of Financial Planning, Trust (Personal, Corporate, Institutional), Retirement Plan Services, Investment Management, and Private Banking. Trainees can either be recent graduates from college with a curriculum focus relevant to Wealth Management or colleagues who meet the qualifications for the position and are looking to accelerate and/or redirect their career. Ideal candidates may be recent college graduates who are prepared to undertake the Certified Financial Planner (CFP) certification program. Trainees will experience a combination of on the job training with selective classroom training to enhance their development. Within the rotations (exact timing and sequencing may vary), the trainees will go through a structured sequence of tasks to learn the fundamentals of the discipline with the goal of contributing to daily client deliverables for the respective lines of business.
Expand knowledge and expertise through ongoing specialized training.
Under guidance, support the successful execution of assigned initiatives, through project planning, coordination of partnerships, project management against defined key milestones, communications between all stakeholders.
Complete required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.
Learn and understand the Wealth Management environment including aspects such as the sales and service delivery model, distribution channels, client and industry segmentation, financial planning approach, investment management story, growth strategies, brand, regulatory and compliance standards, and infrastructure, etc.
Bachelor's Degree Business Administration, Finance, Accounting, or Economics Required
Bachelor's Degree Business Administration, Finance, Accounting, or Economics with a GPA of at least 3.0 Preferred
Less than 2 years 0 - 3 years of experience Required
Licenses and Certifications
CFP-Certified Financial Planner within 3-5 years, Required
Internal Number: 2111057
About Associated Bank
Associated Banc-Corp (NYSE: ASB) has total assets of $34 billion and is Wisconsin’s largest bank holding company. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 220 banking locations serving more than 120 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas. Associated Bank, N.A. is an Equal Housing Lender, Equal Opportunity Lender and Member FDIC. More information about Associated Banc-Corp is available at www.associatedbank.com.