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Investment Advisor

Company: Frandsen Bank & Trust
Location: Eau Claire
Posted on: June 22, 2022

Job Description:

Who are we?Frandsen Bank & Trust started in 1982 and has since expanded to more than 30 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.Desired Skills

  • Offer existing and new clients a full range of financial services including annuities, mutual funds, stocks and bonds as well as a focus on retirement planning.
  • Good communication skills and commitment to proactively develop ongoing customer relationships.
  • Already have completed and maintain current Series 7, 66 and Minnesota insurance license.
  • Preferred candidates will have a minimum of two year's or equivalent experience in the financial planning/financial services profession.Currently looking to fill positions in Vadnais Heights, MN & Eau Claire, WI.

Keywords: Frandsen Bank & Trust, Eau Claire , Investment Advisor, Other , Eau Claire, Wisconsin

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