Financial Advisor
Financial Advisor
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$ 75000 - 100000
1 Vacancy
Job Description
Job Details
Start a challenging and rewarding career with American Federal a financially strong employee-owned community bank offering top-tier benefits paid time off an exciting work environment and more!
POSITION OVERVIEW
Responsible for developing managing and growing a profitablebusinesspractice. Acts as financial advisor and consultant to individuals and small business developing comprehensive financial planning solutions and delivering specialized expertise in investments while exercising discretion and independent judgment free from direct supervision. Work independently to build own portfolio targeting high Value-Added prospects often with need for complex sophisticated and customized investment solutions. Competent in all areas of financial and retirement concepts and planning including investment products services and delivery systems operational procedures. Willing and able to engage outside the bank at the clients place of business or home.
ESSENTIAL ROLES & RESPONSIBILITIES
- Provide expert advice in investments by developing the best solutions to help clients reach their goals
- Provide solutions for a comprehensive investment offering including financial and retirement education asset protection and estate planning
- Using the American Federal Preferred Way of Selling develop strategies execute activities and measure results through the Sales Pipeline Sales Management and Client Management Systems
- Build grow and manage a profitable portfolio and service client relationships to achieve top performing Personal Profit Statement results
- Develop trust and build loyal long-term personal relationships with clients
ESSENTIAL SKILLS & QUALIFICATIONS
- Experience building profitable relationships with high-net-worth clients
- College degree in Business Banking Finance or a related field
- Three to five or more years in thesecurities industry
- Investment Advisor Representative registration in the Financial Advisors state of practice
- In Minnesota: Series 7 & 66
- In North Dakota: Series 7 & 66
- State Life and Health Insurance licensing in the Financial Advisors state of practice
- Ability to obtain appointment from LPL
COMPENSATION
- Compensation varies depending on experience education portfolio size and other factors
- This is a commissioned position with expected annual earnings of $75000 - $100000
For a full position description please contact
Member FDIC
Equal Opportunity/Affirmative Action Employer
Including Protected Veterans and Individuals with Disabilities
Come work for an industry-leading financial services provider that invests in its employees and discover the employee-owned difference.Apply today!
Required Experience:
Unclear Seniority
Employment Type
Unclear
