Financial Advisor

About the role

The Bank of Elk River is seeking a Financial Advisor to join their team. This role is part of Realize Financial Advisors, which supports the expanding needs of the bank's customers in the Andover and northwest metro areas.

Responsibilities

• Nurtures and maintains strong relationships with clients.
• Creates learning opportunities for staff through training and seminars.
• Provides regular reporting, updates, and information to clients and senior management.
• Attends investment-related conventions, meetings, and seminars.
• Works with bank staff to encourage referrals.
• Generates new clients through a range of business building programs including conducting seminars, using personal contacts, and leveraging public events.
• Affirms financial and wealth management needs of clients and provides tailored solutions.
• Meets with clients on a regular basis to review portfolio performance and uncover unmet personal and business financial needs.

Qualifications

• Demonstrates a successful track record in researching investment opportunities to identify the right strategies to meet client wealth goals.
• Very strong technical financial planning expertise balanced by the ability to translate into terms that are clear to clients with varying degrees of investment knowledge.
• Passionate about client service; relationship driven, entrepreneurial spirit.
• Strong analytical skills, excellent communication abilities, and proficiency in financial software and tools.
• Previous experience in financial planning, investment advising, or a related field is preferred.

Benefits

• High-Deductible Health Plan on the 1st of the month following hire date.
• Health Savings Account on the 1st of the month following hire.
• Flexible Spending Accounts on the 1st of the month following hire.
• Dental Insurance on the 1st of the month following hire.
• Vision Insurance on the 1st of the month following hire.
• Company paid life insurance on your date of hire.
• Supplemental life and AD&D insurance available on your date of hire.
• Short-term disability insurance paid for by TBER.
• Long-term disability insurance paid for by TBER.
• Employee Assistance Program.
• Well-Being program.
• Long-term care insurance.
• Pet Insurance.
• Employee Stock Ownership Plan (ESOP) after 6 months of service.
• 401(k) Safe Harbor match up to 4% on the 1st of the month after 6 months of service.
• Account fees waived and discounts on loans at The Bank of Elk River.
• Discounts through Wellmark Blue365, LifeMart, Carhartt, and Microsoft Office.
• Gym Membership/Fitness quarterly reimbursement up to $25 each month.
• Company picnic, Christmas party, and employee appreciation events.
• Casual dress days.