Financial Advisor

OSAIC; Fort Snelling Unorganized Territory (MN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

401(k) with ESOP

Paid time off

Volunteer time / donation match

Job summary

OSAIC is seeking Financial Advisors to enhance relationships and develop new business in the Twin Cities market. You will act as the trusted primary contact, delivering comprehensive financial guidance with a team of specialists to support client goals.

Expect to focus about 60% on existing clients and 40% on new clients, while building long-term client relationships and providing proactive advice across loans, investments, and protection planning.

Qualifications

• Bachelor's degree in business, finance or related field required.
• Financial services experience with high-net-worth clients.
• Active FINRA Series 7 (and Series 66 or 65), Series 6 (and 63) and life/health licenses required or must be obtained within months of hire.
• Pursue professional accreditation such as CFP, CFA or CPA.
• Ability to attract and retain high-net-worth clients.
• Proven sales and client service abilities.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients with advanced financial advice.
• Serve as the primary contact, guiding clients to suitable financial solutions.
• Conduct regular relationship reviews and assess client needs.
• Update CRM to track activity and schedule follow-ups.
• Proactively source new business from existing and prospective clients.
• Represent the bank in the marketplace and build a network of influencers.
• Maintain knowledge of planning concepts including loans, investments and protection.
• Develop understanding of estate planning, charitable giving, trusts, and tax strategies.
• Pursue ongoing education to enhance skills and career development.
• Collaborate with team members and support professional growth.

Skills

Sales ability

Client relationship management

Communication skills

Negotiation skills

Advanced math

Education

Bachelor's degree in business/finance

CFP / CFA / CPA accreditation(s) encouraged

Tools

CRM software

Job description

One of our strong Financial Institutions in the Twin Cities, MN market, is seeking to add Financial Advisors to their team!

WHO THEY ARE

This is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. They are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. They value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, they foster long-term relationships with clients and team members. They are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

ABOUT THE ROLE

The Financial Advisors are enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to banking clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of banking products by recommending appropriate solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.

WHAT YOU'LL BE DOING

• Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions.
• Serve as the primary point of contact for clients, assisting them in selecting financial solutions.
• Perform regular proactive relationship reviews and evaluate clients' financial needs.
• Update CRM software to capture client activity and schedule follow-up actions.
• Proactively solicit new business opportunities with existing clients and prospective clients.
• Represent the financial institution in the marketplace by building a network of influencers and participating in community organizations.
• Maintain advanced knowledge of financial planning concepts, including loans, investments, and protection planning.
• Develop understanding of estate planning, charitable giving, trusts, and tax management.
• Pursue continuing education and self-development to enhance skills.
• Build solid working relationships with team members and support their professional development.

WHAT YOU SHOULD HAVE

• Bachelor's degree in business, finance or related field or equivalent work experience required.
• Financial services experience, working with high net worth clients.
• Active FINRA Series 7 (and Series 66 or 65), FINRA Series 6 (and 63) and state life and health insurances licenses required or must be obtained within established months of hire.
• Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA.
• Ability to attract and retain high net worth clients.
• Expertise in assessing a client’s financial needs and making proactive recommendations.
• Previous experience utilizing CRM software to track and manage sales opportunities.
• Record of proven sales ability and client service abilities.
• Proven written and verbal communication skills.
• Established interpersonal and negotiating skills.
• Advanced math proficiency

WHAT WE BRING TO THE TABLE

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.