Financial Services Specialist

3 weeks ago


Walker, Minnesota, United States First National Bank North Full time
Financial Advisor Opportunity at First National Bank North

First National Bank North is a family-owned community bank serving customers in North Central Minnesota since 1902. We are committed to the growth and success of the communities, families, and businesses we serve.

Job Summary

We are seeking a Financial Advisor to join our Investment Department at our Walker location. The successful candidate will be responsible for educating clients on our products and services to help them achieve their financial goals.

Key Responsibilities
  • Meet with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
  • Offer strategic advice on investments, insurance coverage, and debt management tools
  • Stay current with financial trends through market research
  • Prepare financial documents, such as income projections and investment reports
  • Identify and pursue potential clients to maintain a strong client base
  • Develop relationships with bank staff to generate referrals and trust
  • Refer clients to the bank for bank-related products when appropriate
Requirements
  • Understanding of industry and federal regulations
  • In-depth knowledge of financial and insurance products
  • Expertise in financial planning and investment strategies
  • Advanced ability to analyze and explain market data
  • Proficiency with word processing, spreadsheets, database, and financial planning software
  • Analytical thinking skills and the ability to assess client needs
  • Excellent written and verbal communication skills
  • Effective sales, presentation, and customer service abilities
  • Good organization and time management skills
  • Series 7 license
  • Series 65 or 66 License
  • Insurance license (life & health)
Benefits

We offer a competitive benefits package, including medical and dental insurance, 401(k) profit sharing plan, paid time off, life insurance, and more.

First National Bank North is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.



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