United Spinal Association Jobs

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. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. We invite you to view the opportunity below. In-Office in Watertown covering Watertown, Oconomowoc, Beaver Dam, Jefferson and Sussex. This position is NOT open to relocation at this time. The Financial Advisor will provide quality financial (primarily investment and insurance) products, services and advice to customers; ongoing service to existing clients and build customer base via bank and non-bank resources. Ensure the sales process is based upon a holistic profiling/financial planning approach to ensure client satisfaction and attainment of maximum sales and referral opportunities. May serve as member of a \"Professional/High Net Worth\" client sales team with an emphasis on investment and insurance products/services using a financial planning foundation for the relationship. Expectations for this position require the ongoing focus on building solid and long-lasting relationships by engaging all customers in a positive manner. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. This person will also: Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, make appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client. As the foundation for the client profiling process, use financial planning principles utilizing MoneyGuide Pro. Operate in full compliance with internal policies and procedures as well as applicable regulations and laws. Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business. Nurture strong relationships with sales team members to which you are assigned. Gain insight into the solutions they (Private Banking, Personal Trust), deliver. Excel in team selling to incorporate the full suite of services that Private Client Services offers clients. Serve as ambassador for the team members... 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/9945D6DAB3F04BCA