Financial Advisor

About the role

The Bank of Elk River is an award-winning community bank built on strong relationships, a collaborative culture, and a commitment to making a positive difference. We are looking to add an experienced Financial Advisor to support the expanding needs of our customers through Realize Financial Advisors, our in-house investment office. This role offers the opportunity to build and grow a book of business in the Andover and northwest metro area. It is highly entrepreneurial for someone who thrives on developing relationships, growing a client base, and delivering thoughtful financial guidance.

At The Bank of Elk River, we believe in the following core values:

• We put people first: Our customers, co-workers, and communities inspire us every day. We are dedicated to your success and believe that by building strong relationships, empowering our team to make decisions, and developing genuine connections, we all succeed.
• We build trust: Since 1885, trust has been the foundation of our business. Our unwavering commitment to integrity, honesty, and respect guides us today.
• We pursue excellence: We embrace a culture of innovative thinking and continuous learning. We leverage diverse perspectives through communication and collaboration to deliver relevant progressive solutions that exceed expectations.
• We strengthen communities: We are driven to make a positive and lasting impact by investing financial resources, sharing our expertise, and devoting our time.

Responsibilities

• Nurture and maintain strong relationships with clients.
• Create learning opportunities for staff through training and seminars.
• Provide regular reporting, updates, and information to clients and senior management.
• Attend investment-related conventions, meetings, and seminars.
• Work with bank staff to encourage referrals.
• Generate new clients through business-building programs, including conducting seminars, using personal contacts, and leveraging public events.
• Assess financial and wealth management needs of clients and provide tailored solutions.
• Meet with clients regularly to review portfolio performance and uncover unmet financial needs.

Requirements

• Demonstrated track record in researching investment opportunities to identify strategies that meet client wealth goals.
• Strong technical financial planning expertise balanced by the ability to translate complex concepts into clear terms for clients with varying levels of investment knowledge.
• Passion for client service; relationship-driven with an 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.
• Regular, reliable attendance is required.

Qualifications

• Bachelor’s degree (BA) from a 4-year college or university preferred and/or 3-5 years of related experience and/or training, or an equivalent combination of education and experience.
• Life Insurance license.
• Series 7 and Series 66 licenses.
• At least one professional designation is ideal.

Physical Demands

While performing the duties of this job, the employee is regularly required to sit and use a computer for extended periods. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Pay

Starting Salary Range: $60,000-$80,000 base + commission. Potential to earn up to $30,000 in a production bonus plan that runs through 2028.

Benefits

• High-Deductible Health Plan (effective the 1st of the month following hire date).
• Health Savings Account (effective the 1st of the month following hire).
• Flexible Spending Accounts (effective the 1st of the month following hire).
• Dental Insurance (effective the 1st of the month following hire date).
• Vision Insurance (effective the 1st of the month following hire).
• Company-paid life insurance (effective on date of hire).
• Supplemental life and AD&D insurance (available on date of hire).
• Short-term disability insurance (paid for by The Bank of Elk River).
• Long-term disability insurance (paid for by The Bank of Elk River).
• 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% (effective 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.

Why Join Us

The Bank of Elk River is recognized as a Top 200 Star Tribune Top Workplace. Our team values collaboration, professionalism, and purpose-driven work. You will be supported, trusted, and encouraged to grow while making a meaningful impact on the communities we serve.

Realize Financial Advisors delivers investment products and services through Cetera Advisor Networks LLC, a registered broker-dealer and investment adviser. Insurance products are offered through Cetera and affiliated carriers.