Minnesota Bankers Association
Lake Elmo Bank is seeking a Financial Advisor to provide financial management of our investment client base.
This role would be joining our Lake Elmo, MN office and would occasionally visit our Stillwater, MN and Oakdale, MN offices as needed. Major duties include (1) maintenance of good business knowledge of the financial markets, 2) preparation and execution of strategic marketing plans for individual (as well as office) client business, (3) maintenance of client records/files according to regulatory guidelines, (4) coordination of internal and external functions to achieve objectives. Financial Advisor
Lake Elmo Bank
11465 39th St N, Lake Elmo, MN 55042 Job Description
Lake Elmo Bank is seeking a Financial Advisor to provide financial management of our investment client base.
This role would be joining our Lake Elmo, MN office and would occasionally visit our Stillwater, MN and Oakdale, MN offices as needed. Major duties include (1) maintenance of good business knowledge of the financial markets, 2) preparation and execution of strategic marketing plans for individual (as well as office) client business, (3) maintenance of client records/files according to regulatory guidelines, (4) coordination of internal and external functions to achieve objectives. Major Areas of Accountability Provide second to none service to our customers and clients by preparing for meetings, providing investment research, problem solving, issue resolution, and financial planning recommendations. Meet and record communications with clients and/or prospects. Participate and respond to activities, reviews, and performance standards on a weekly, quarterly, and annual basis. Prepare a business and marketing plan that includes both short and long-term goals, strategies and tactics. Your plan should reflect and support the bank’s strategic business plan. Prepare sales forecasts. Maintain good knowledge of financial markets and competition. Maintain up-to-date knowledge of Cetera’s approved product lines and required business submission procedures. Complete all ongoing training required by the Bank and regulatory authorities, as well as required training to maintain license in good standing. Benefits include Medical, Dental, Vision; Life Insurance, Short Term Disability and Long Term Disability; Vacation, Sick and Floating Holiday Time Off; 401(k) and Employee Stock Ownership Plan.
Pay Range is $70,000-$90,000 depending on qualifications and experience. Opportunity for bonus and commissions. Education & Experience
Requirements A bachelor’s degree and 7-10 years of successful financial management and sales experience.
Qualifications History of success in relationship building or client facing positions including the ability to build trust and relationships. Maintenance of strict confidentiality and tactfulness in dealing with confidential customer and client information. Working at a high level of integrity for all our customers and clients. Knowledge and willingness to follow all policies and procedures established by Senior Management and the Board of Directors in addition to adherence to applicable State and Federal regulations and broker dealer (Cetera Advisor Network, LLC) regulations and policies. Must work effectively with other staff members in a manner that will encourage dialogue and collegiality in the conduct of the Bank’s business. Easily adapts to change, including new ideas and encourages others to do the same. Strong experience with successful multi-tasking and prioritization of work responsibilities Demonstrate solid analytical skills in researching and resolving problems. Keep extensive documentation on all client communications Strong communication and organizational skills. Licenses/Certifications Series 7 & 63 and 65 or 66 registrations. Minnesota Life and Disability License. Fixed income trading experience. About Us
Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years.
Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank has been voted "Best Bank" for more than 10 years by the Stillwater Gazette Readers' Choice Awards.
Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodation is available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department. How to Apply
https://www.lakeelmobank.com/about-us/join-our-team
MBA Job number/Date Added enter job number: date added here
#J-18808-Ljbffr
This role would be joining our Lake Elmo, MN office and would occasionally visit our Stillwater, MN and Oakdale, MN offices as needed. Major duties include (1) maintenance of good business knowledge of the financial markets, 2) preparation and execution of strategic marketing plans for individual (as well as office) client business, (3) maintenance of client records/files according to regulatory guidelines, (4) coordination of internal and external functions to achieve objectives. Financial Advisor
Lake Elmo Bank
11465 39th St N, Lake Elmo, MN 55042 Job Description
Lake Elmo Bank is seeking a Financial Advisor to provide financial management of our investment client base.
This role would be joining our Lake Elmo, MN office and would occasionally visit our Stillwater, MN and Oakdale, MN offices as needed. Major duties include (1) maintenance of good business knowledge of the financial markets, 2) preparation and execution of strategic marketing plans for individual (as well as office) client business, (3) maintenance of client records/files according to regulatory guidelines, (4) coordination of internal and external functions to achieve objectives. Major Areas of Accountability Provide second to none service to our customers and clients by preparing for meetings, providing investment research, problem solving, issue resolution, and financial planning recommendations. Meet and record communications with clients and/or prospects. Participate and respond to activities, reviews, and performance standards on a weekly, quarterly, and annual basis. Prepare a business and marketing plan that includes both short and long-term goals, strategies and tactics. Your plan should reflect and support the bank’s strategic business plan. Prepare sales forecasts. Maintain good knowledge of financial markets and competition. Maintain up-to-date knowledge of Cetera’s approved product lines and required business submission procedures. Complete all ongoing training required by the Bank and regulatory authorities, as well as required training to maintain license in good standing. Benefits include Medical, Dental, Vision; Life Insurance, Short Term Disability and Long Term Disability; Vacation, Sick and Floating Holiday Time Off; 401(k) and Employee Stock Ownership Plan.
Pay Range is $70,000-$90,000 depending on qualifications and experience. Opportunity for bonus and commissions. Education & Experience
Requirements A bachelor’s degree and 7-10 years of successful financial management and sales experience.
Qualifications History of success in relationship building or client facing positions including the ability to build trust and relationships. Maintenance of strict confidentiality and tactfulness in dealing with confidential customer and client information. Working at a high level of integrity for all our customers and clients. Knowledge and willingness to follow all policies and procedures established by Senior Management and the Board of Directors in addition to adherence to applicable State and Federal regulations and broker dealer (Cetera Advisor Network, LLC) regulations and policies. Must work effectively with other staff members in a manner that will encourage dialogue and collegiality in the conduct of the Bank’s business. Easily adapts to change, including new ideas and encourages others to do the same. Strong experience with successful multi-tasking and prioritization of work responsibilities Demonstrate solid analytical skills in researching and resolving problems. Keep extensive documentation on all client communications Strong communication and organizational skills. Licenses/Certifications Series 7 & 63 and 65 or 66 registrations. Minnesota Life and Disability License. Fixed income trading experience. About Us
Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years.
Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank has been voted "Best Bank" for more than 10 years by the Stillwater Gazette Readers' Choice Awards.
Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodation is available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department. How to Apply
https://www.lakeelmobank.com/about-us/join-our-team
MBA Job number/Date Added enter job number: date added here
#J-18808-Ljbffr