Entrepreneurial Financial Advisor - Build Your Client Book

The Bank of Elk River; Andover (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

ESOP

Employee Assistance Program

Gym membership

Job summary

The Bank of Elk River seeks an experienced Financial Advisor to grow a personal client base and provide comprehensive financial guidance. Working through Realize Financial Advisors, you’ll expand into the northwest metro while leveraging the bank’s established Elk River presence.

The role is highly entrepreneurial, focusing on relationship-building, new client prospecting and strategic wealth planning, with leadership opportunities over time.

Qualifications

• Track record researching investment opportunities to meet client wealth goals.
• Strong technical financial planning expertise with ability to translate to client terms.
• Analytical skills and communication, plus proficiency in financial software/tools.
• Experience in financial planning or investment advising preferred.
• Regular, reliable attendance is required.

Responsibilities

• Nurture and maintain strong client relationships.
• Provide training and seminars for staff development.
• Deliver regular updates and portfolio performance reports to clients and management.
• Attend investment-related conventions, meetings and seminars.
• Collaborate with bank staff to encourage referrals and growth.
• Generate new clients through events, seminars and personal networks.
• Assess client needs and tailor wealth management solutions.
• Meet clients regularly to review portfolios and uncover unmet needs.

Skills

Investment research

Financial planning

Analytical skills

Experience in financial planning

Reliability

Education

Bachelor’s degree or equivalent

Tools

Life Insurance license

Series 7 & 66 licenses

Professional designation

Job description

The Bank of Elk River seeks an experienced Financial Advisor to grow a personal client base and provide comprehensive financial guidance. Working through Realize Financial Advisors, you’ll expand into the northwest metro while leveraging the bank’s established Elk River presence.

The role is highly entrepreneurial, focusing on relationship-building, new client prospecting and strategic wealth planning, with leadership opportunities over time.