About this role
Financial Advisor at Associated Bank. Location: Stevens Point, Wisconsin, United States. Role: analyzing needs, making recommendations, building relationships Requirements: Advisory/investment and insurance sales experience; FINRA licenses; Bachelor's in business/finance; CFP/CFA preferred; 3+ years required (5+ preferred); strong client relationship skills. Category: Finance and Accounting Seniority: Mid Level Certifications: life, health and variable insurance, series 7, series 63, series 66, series 65 Commitment: Full Time Workplace: Onsite Languages: English