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Investment Services Guidance Center
Investment Services Guidance Center-March 2024
Green Bay
Mar 31, 2026
About Investment Services Guidance Center

  JOB REQUIREMENTS: Guided by our relentless focus on people and desire toactively listen, we strive to create an inclusive culture and upholdequitable practices for our colleagues and community members. We seek tohire people who share our winning spirit and recognize diversebackgrounds perspectives, and representation as strengths critical tosuccess. If you thrive in an environment where your growth anddevelopment are supported and achieving together is valued, thenAssociated Bank may be the right place for you. The AIS Guidance Centeris comprised of registered representatives specializing in inbound andoutbound calling activity. This position will primarily focus on eitherinbound or outbound calls, but will occasionally assist the other.Proactively contact clients of the AIS Guidance Center, introducingservices and reviewing their portfolio for the purpose of establishinglonger-term, successful relationships. Responsible for expanding anddeepening customer relationships by conducting a needs analysis anduncovering additional investment opportunities by profiling forfinancial needs and delivering investment solutions directly orindirectly, via referral, to an AIS field representative. Providecomprehensive guidance and support to clients assigned to the AISGuidance Center by delivering an exceptional customer experience duringevery interaction. Expectations for this position require the ongoingfocus on building solid and long lasting relationships by engaging allcustomers in a positive manner. Emphasis is placed on providing clientswith a positive experience that includes undivided attention,knowledgeable service and insuring the customer\'s best interests areour number one priority. Our goal is to simplify the customer experienceand deliver outstanding service to every customer, every time. Thisposition requires at minimum, a check of criminal background and creditrecords as a FINRA registered position. Due to work requirements,candidates must be located within the Green Bay, Milwaukee, Madison, orWausau WI areas. While this position is not eligible for fully remotework, it is eligible for a hybrid work arrangement. We invite you toview the opportunity below: This person will: Proactively contactclients to introduce our services and establish longer-term successfulrelationships by educating clients on their current portfolios.Organically build our book of business by... For full info followapplication link. The employment policy of Associated Banc-Corp, and itssubsidiaries and affiliates (\"Associated\") provides equal opportunityto all persons. We support a diverse and inclusive work environmentwhere colleagues are respected, treated fairly, and given equalopportunities to perform to their fullest potential. We believe it isonly with a diverse and inclusive workplace that the organization cantruly perform at its best, carry out its vision, and make a differencefor the communities we serve. ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/96CF429D706143F4

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