Client-Focused Wealth Advisor | Personal Financial Planning

Minnesota Bankers Association; Park Rapids (MN); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Health Benefits including Medical & Prescription

Paid Vacation

Paid Sick Days

Paid Holidays

Health Savings Account

Long-term Disability

Life Insurance

401(k) with Bank Match

Employee Discount

Fitness Center

Wellness Program

Job summary

The Minnesota Bankers Association is hiring a Series 7 Financial Advisor in Park Rapids, Minnesota. This position focuses on developing client relationships by providing tailored investment advice and comprehensive financial planning. Ideal candidates will have a Bachelor's degree and Series 7 registration, along with 1-2 years of experience in financial services. Benefits include health coverage, paid vacation and sick days, plus a competitive salary ranging from $40,000 to $80,000, with commission potential.

Qualifications

• Minimum of 1–2 years of experience in the financial services industry, preferred in a sales-based investment setting.
• Proficiency with planning software is preferred.

Responsibilities

• Foster and strengthen client relationships through tailored investment advice.
• Manage and expand existing clientele through face-to-face consultations.
• Evaluate clients' financial profiles to develop personalized plans.

Skills

Verbal communication skills

Written communication skills

Client relationship management

Attention to detail

Team collaboration

Education

Bachelor’s degree or equivalent work experience

Series 7 registration

Series 66 or equivalent (63/65) registration

Tools

Microsoft Office Suite

Job description

The Minnesota Bankers Association is hiring a Series 7 Financial Advisor in Park Rapids, Minnesota. This position focuses on developing client relationships by providing tailored investment advice and comprehensive financial planning. Ideal candidates will have a Bachelor's degree and Series 7 registration, along with 1-2 years of experience in financial services. Benefits include health coverage, paid vacation and sick days, plus a competitive salary ranging from $40,000 to $80,000, with commission potential.