Investment Advisor Job at Frandsen Investment Services
A job offer is contingent upon completion of a satisfactory background check.
Who are we?
Frandsen Bank & Trust started in 1982 and has since expanded to nearly 40 locations that range from Minnesota to North Dakota to Wisconsin. We are a family owned community bank whose focus is on our customers and our communities.
Why join our team?
For the past 5 years, including the most recent survey for 2021, Frandsen Bank & Trust has been voted as one of the top 175 places to work by our employees. We pride ourselves in facilitating a culture that is both engaging and welcoming.
Frandsen Investment Services is an integral part of the Frandsen Bank & Trust value proposition and provides FIS team members with the opportunity to advance their career path delivering financial planning services to our clients. We provide competitive incentive based transitional compensation packages and admin support for qualified candidates.
Desired Skills
- Proficiency developing needs-based financial planning relationships and offering a full range of financial planning solutions including annuities, mutual funds, stocks and bonds as well as life insurance and LTC.
- Good communication skills and commitment to proactively develop ongoing customer relationships.
- Preferred candidates will have a minimum of two year’s or equivalent experience in the financial planning/financial services profession.
Minimum Requirements
- Already have completed and maintain current Series 7, 66 and Minnesota insurance licenses.
Location: 3585 Highway 61
Vadnais Heights,MN 55110, Vadnais Heights, MN 55110
Job Type: Full-time
Pay: From $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Tuition reimbursement
- Vision insurance
Physical setting:
- Office
Schedule:
- 5x8
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
Ability to commute/relocate:
- Vadnais Heights, MN 55110: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial concepts: 1 year (Required)
- Series 7: 1 year (Required)
- Series 66: 1 year (Required)
Work Location: One location
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