Financial Advisor

Job Description

Job Description

Type : Regular Full Time Salaried Exempt; (not eligible for overtime) Monday-Friday (On site)

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.

Education and Experience Requirements :

• A bachelor’s degree and 7-10 years of successful financial management and sales experience.

Licenses / Certifications

Major Area’s of Responsibility

Knowledge, Skills and Abilities

Benefits and Salary Information : Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan. The salary range for this position is $70,000-90,000 depending on qualifications. Opportunity for bonus and commissions.

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.