Financial Advisor
SUMMARY
The financial advisor is responsible for providing financial advice, guidance and exceptional customer service to current and potential customers through comprehensive planning and investment strategies. The candidate must have a strong understanding of the financial markets and alternative investments products including mutual funds, retirement plans, annuities, life insurance and other investments.
ESSENTIAL DUTIES AND 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 then provides individuals with tailored solutions.
- Mets with clients on a regular basis to review portfolio performance and to 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.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to sit and use computer for extended periods. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
COMPENSATION
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
FULL-TIME 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
- 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.