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Wealth Management Trainee- Green Bay

Company: Associated Bank
Location: Green Bay
Posted on: October 13, 2019

Job Description:

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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.

Job Summary

The Wealth Management and Institutional Services (WMIS) Trainee program is a 24-month rotational introduction to the key disciplines of Financial Planning, Trust (Personal, Corporate, Institutional), Retirement Plan Services, Insurance (Property & Casualty, Executive Risk), Employee Benefit Consulting, Investment Management, and Private Banking. Trainees can either be recent graduates from college with a curriculum focus relevant to WMIS 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 ready to sit for the Certified Financial Planner (CFP) exam.

The WMIS Trainee will experience a combination of largely 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 and start to contribute to day to day deliverables as early as possible.

Compliance Statement

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline.

Key Result Areas

  • Analysis
  • Communication
  • Problem Solving
  • Project Management
  • Research
  • Other Participation in the creation of management reports
  • Other Data Gathering
  • Other Contribution to complex analysis and stand alone performance of focused analytical tasks

    Job Accountabilities
  • Learn and understand the Wealth Management and Institutional Services 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.
  • 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.
  • Expand knowledge and expertise through ongoing specialized training.
  • Complete required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.
    Education
  • Bachelor's Degree Business Administration, Finance, Accounting, or Economics, Required
  • Bachelor's Degree Business Administration, Finance, Accounting, or Economics with a GPA of at least 3.6, Preferred

    Experience
  • Less than 2 years 0 - 3 years of experience, Required
  • Less than 2 years Sales experience, Preferred

    Skills
  • Ability to Multi Task and Prioritize , Intermediate
  • Analytical , Intermediate
  • Mathematical , Intermediate
  • Other: Energetic self-starter with a track record of determination, effort, and achievement, Intermediate
  • Microsoft Office , Intermediate
  • Written Communication , Intermediate
  • Verbal Communication , Intermediate
  • Other: Ability to work well independently as well as part of a team, Intermediate
  • Customer Relations ,

    Licenses and Certifications
  • CWS-Certified Wealth Strategist within 2 years, Preferred
  • or ,
  • CFA-Charted Financial Analysis within 2 years, Preferred
  • or ,
  • CTFA-Certified Trust and Financial Advisor within 2 years, Preferred
  • or ,
  • Other CFP - Certified Financial Planner within 2 years, Preferred
  • or ,
  • Life, Accident and Health, Property and Casualty Insurance License within 2 years, Preferred

    General Physical Condition
  • No unusual physical effort, strain, or discomfort

Keywords: Associated Bank, Green Bay , Wealth Management Trainee- Green Bay, Executive , Green Bay, Wisconsin

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