About this role
Wealth Advisor at Associated Bank. Location: Omaha, Nebraska, United States. Role: lead relationships, manage portfolio, conduct reviews Requirements: Bachelor’s in Business/Finance; 7+ years in private wealth or related field; proven business development; licenses: CFP/ChFC/CWS/CTFA or FINRA Series 7/66 Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, chfc, cws, ctfa, finra series 7/66 Commitment: Full Time Workplace: Onsite Languages: English