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Associated Trust Company, NA
Senior Fiduciary Officer
Career Insights for Personal Financial Advisor (General)
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Based on Wisconsin data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$120,852 / year median in Wisconsin
+3% projected growth
Job Description
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. Associated Bank is seeking an experienced Personal Trust Relationship Manager to serve as a trusted advisor to high net worth clients while overseeing the administration of personal trust accounts. In this role, you will help clients achieve their wealth planning goals, deepen relationships, and drive business growth through exceptional service and strategic advice. This is an opportunity to make a meaningful impact while growing your expertise in wealth management and trust services. Job Accountabilities Manage a portfolio of personal trust and fiduciary accounts, ensuring exceptional service and accurate administration. Develop and strengthen relationships with high net worth clients to drive retention, asset growth, and revenue generation. Identify opportunities to expand existing relationships and attract new business through proactive client engagement. Provide sophisticated wealth planning guidance and customized trust solutions to meet client needs. Partner with internal teams to uncover cross-selling opportunities and deliver comprehensive financial solutions. Drive business development efforts with existing clients and external prospects to support portfolio growth. Ensure compliance with fiduciary standards, internal policies, regulatory requirements, and risk management practices. Support strategic initiatives and process improvements that enhance the client experience and operational effectiveness. Education & Experience Required Bachelor's degree in Finance, Business, Accounting, Law, or a related field, or equivalent work experience. 8+ years of experience in trust administration, wealth management, private banking, or fiduciary services. Experience managing relationships with high net worth individuals and families. Strong knowledge of trust, estate planning, fiduciary, and regulatory requirements. Proven business development and client relationship management experience. Preferred Professional designation such as