Skills/Qualifications/Responsibilities:
A Financial Advisor is a client-facing professional who supports senior advisors while building their own book of business providing financial planning services to clients by analyzing their financial needs and providing tailored solutions. Attributes to this position include but are not limited to the following:
- Partner with senior advisors to meet with clients, build strong long-lasting relationships, understand their financial objectives, risk management, and life goals.
- Assist in developing personalized financial plans, conducting portfolio reviews, and recommending investment products such as mutual funds, annuities, and managed accounts.
- Schedule and coordinate meetings with clients to review portfolio allocation/performance and to uncover unmet personal and financial business needs.
- Build and maintain client base by developing strong partnerships with banking teammates, local accountants and attorneys, leveraging lead generation, and participating in local community networking.
- Develop personalized financial plans including retirement planning, tax optimization, insurance products & solutions to meet client needs and goals.
- Adhere to regulatory standards, ensuring compliance with confidentiality, and internal bank controls
- Manage and update client records handling the processing of client paperwork, CRM software and ensuring client data is accurate and up to date.
- Maintain registration, licenses, completing annual continuing education, stay informed in financial laws, investment products, market trends, attend training seminars/workshops and continue to grow financial knowledge and expertise.
Requirements:
- Bachelor’s degree in finance/business or equivalent work experience in a related field.
- Licensing requirements include Series 7, Series 63 and 65 or 66, MN life, accident and health insurance.
- Previous experience in sales, customer service, or administrative roles, preferably in a financial services or investment firm.
- Willingness to work in a team environment and obtain knowledge of broker dealer products in a bank location environment
- High level of technology skills including Word, Excel, Outlook, document scanning, CRM software, and financial planning tools
- Ability to act with integrity, demonstrate adaptability, work commitment, and maintain a positive mindset in all situations
- Ability to communicate clearly, exercise good judgment, accept responsibility, and detail oriented.
Compensation:
Competitive salary plus bonuses, health insurance, paid vacation and sick time, retirement and more.
How to Apply:
Email your resume to Kelly Marthaler @ kelly.marthaler@mn-bank.bank