What are the responsibilities and job description for the Financial Advisor position at UP Branding?
Are you looking to join a team that has shaped United Prairie Bank to be a Top Workplace of choice!
United Prairie Bank is hiring a Financial Advisor in our Mankato location. This position is full-time, Monday – Friday, located in Mankato, MN.
Job Overview:
As a Financial Advisor, you will guide clients towards achieving their financial dreams with personalized and strategic advice. This is accomplished by conducting a financial assessment to determine the clients’ needs and objectives then developing a personalized financial plan which encompasses investment strategies, retirement planning and risk management.
Base Annual Compensation $60,000. This role is eligible for a competitive additional compensation program that is based on individual performance.
Qualifications for this Opportunity:
• High school diploma or GED (Required)
• 5 years of wealth management, financial planning or investment advisory role experience, preferred.
• State Insurance Life and Health license required.
• FINRA Series 6 and 63 licenses required.
• Series 7, 65/66 preferred.
• Deliver an exceptional customer service experience.
• Problem solving skills to find effective solutions.
• Ability to work independently and cooperatively with other team members.
Benefits Include:
• Medical, Dental, Vision insurance
• 401(k) with Employer Match
• Health Savings Account (HSA) with Employer Match
• Flexible Spendings Plans
• Time Off Benefits – PTO, Paid Parental Leave, Volunteer Time Off, 11 paid holidays.
• Company-paid Life Insurance and Short- & Long-Term Disability
• Profit Sharing
Why United Prairie:
United Prairie Bank is a family-owned community bank serving customers for over 100 years throughout Minnesota. Our vision is to inspire dreams and bring them to life. We recognize that our team members are our most important resource. We strive to create a positive work environment through accountability, communication, trust, and service. We are a team of highly engaged employees and foster a culture of opportunity for you to achieve career growth and success.
United Prairie Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability status, veteran status and all other protected classes.
Salary : $60,000
