Financial Advisor

Minnesota National Bank; Sauk Centre (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid vacation

Sick time

Retirement plan

Job summary

Minnesota National Bank is seeking a Financial Advisor to support senior advisors while building their own book of business. You will analyze clients' financial needs and provide tailored planning solutions, including retirement, tax optimization, and risk management strategies.

Responsibilities include client meetings, portfolio reviews, and maintaining accurate CRM records. Collaboration with bankers, accountants, and attorneys is essential to growing a local client base while adhering to

Qualifications

• Bachelor’s degree in finance/business or 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.
• Willingness to work in a team environment and learn broker-dealer products.
• High level of technology skills including Word, Excel, Outlook, CRM software.

Responsibilities

• Partner with senior advisors to meet with clients and build relationships.
• Develop personalized financial plans and conduct portfolio reviews.
• Schedule meetings with clients to review allocations and performance.
• Build client base through partnerships with banking teammates and local professionals.
• Maintain client records and ensure data accuracy.

Skills

Client relationship management

Team collaboration

Financial analysis

Communication skills

Education

Bachelor’s degree in finance/business

Tools

CRM software

Microsoft Word

Microsoft Excel

Microsoft Outlook

Financial planning tools

Job description

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.