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Financial Advisor

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 an Investment Executive/Financial Advisor in Winona, 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:

  • FINRA Series 7 and Series 63 & 65 or 66 Insurance License
  • Financial advising and investment experience preferred 
  • Demonstrated success developing new relationships
  • A passion for serving communities
  • Excellent communication skills 
  • Ability to adapt to new technologies and changes in regulations

 

Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options. 

 

Please Apply online at www.merchantsbank.com/careers or in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.