Wealth Management Trainee

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.

The Wealth Management Trainee Program is a 12-month rotational introduction to the key disciplines of Financial Planning, Trust (Personal, Corporate, Institutional), Retirement Plan Services, Investment Management, and Private Banking within our Private Wealth business line. Trainees can either be recent graduates from college with a curriculum focus relevant to Private Wealth / 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.

Job Accountabilities

• 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 Private Wealth / 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.

Education

Bachelor's Degree Business Administration Required
Bachelor's Degree Finance Required
Bachelor's Degree Accounting Required
Bachelor's Degree Economics Required

Experience

Less than 2 years Required

Licenses and Certifications

CFP-Certified Financial Planner within 3-5 years Required

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-focused Colleague Resource Groups. 

• Competitive salaries with professional development and advancement opportunities. 

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

• Personal banking, loan, investment and 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 on Facebook, LinkedIn and X. 

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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

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.

$18.27 - $31.33 per hour