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Financial Advisor

Company: Bankers'--- Wealth Management
Location: Saint Paul
Posted on: April 4, 2021

Job Description:

Financial Advisor Community Bank Opportunity in the St Paul, MN area.
Don't miss the opportunity to work with one of LPL's successful and long tenured financial institution partners! Is it time for a change? Do you want to become part of a successful financial institution team? Leverage your full potential by working with one of the areas premier community banks. We are looking for an established advisor in the St Paul, MN. area to offer comprehensive wealth management services to their local customer base. The Advisor would cover existing clients and their investment needs from their office located in and around the St Paul, MN. Area.

  • Looking to recruit a financial advisor with advisory platforms and financial planning experience
  • Located and working within local bank branches to offer financial planning support and investment services
  • Work and develop an existing Investment book of business
  • Strong referral system from tenured bank branch employees and key departments of the bank. Team approach and joint calling encouraged
  • Full W2 benefits available with competitive compensation and health, dental, vision, 401K, health savings and vacation.
  • Bank executives are committed to partnering with the selected advisor to ensure a successful long term career.
  • Included are marketing, technology and business development resources.
  • With the significant success and growth of the investment program the bank is gaining market share and well positioned to increase its community bank footprint.
  • The Investment Program is a core offering within its Wealth Management group.
    This is a unique W2 employment opportunity offered through LPL Financial; the local community bank in coordination with Bankers Wealth Management.
    Requirements:Minimum of 3-5 years of Investment product sales and serviceSeries 7/65Insurance Licensed CFP or willingness to obtain

Keywords: Bankers'--- Wealth Management, St. Paul , Financial Advisor, Accounting, Auditing , Saint Paul, Minnesota

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