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Financial Advisor

Company: Merchants Bank
Location: Lakeville
Posted on: May 24, 2023

Job Description:

Do you have a passion for helping people manage and grow their personal wealth? Our Investment Services area would like to talk to you! Merchants Bank has been helping people fulfill their hopes and dreams since 1875. We are looking for licensed Financial Advisors to join our teams in Rochester and Lakeville, MN.This position involves developing and managing client relationships in a financial planning capacity. Responsibilities include research, gathering and analyzing client data, and recommending financial solutions.Minimum qualifications include:--- Series 7 & 66, along with an insurance license required--- 3+ years of financial advising and investment experience preferred--- Demonstrated success developing new relationships--- A passion in serving communities--- Excellent communication skills--- Ability to adapt to new technologies and changes in regulationsPlease click on Apply Now or apply in person at any Merchants Bank location. Questions can be emailed to . Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Keywords: Merchants Bank, Lakeville , Financial Advisor, Accounting, Auditing , Lakeville, Minnesota

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