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Client-Focused Financial Advisor: Grow Your Book of Business
Job in
Sauk Centre, Stearns County, Minnesota, 56378, USA
Listed on 2026-08-05
Listing for:
Minnesota National Bank
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Minnesota National Bank is seeking a Financial Advisor to support senior advisors while building their own book of business. You will analyze clients' financial needs and provide tailored planning solutions, including retirement, tax optimization, and risk management strategies.
Responsibilities include client meetings, portfolio reviews, and maintaining accurate CRM records. Collaboration with bankers, accountants, and attorneys is essential to growing a local client base while adhering to
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