Top 20 Financial advisor Jobs in Superior, Wi

Trust Administrator
North Shore Bank of Commerce —Duluth, MN
- $60,000 - $80,000 a year
- Full-time
- CPA
- 5 years
- Office
- Profit sharing
- Wellness program
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Financial Advisor (Intersnhip)
Northwestern Mutual —Duluth, MN
- $500 - $1,000 a year
- Full-time
- Background check
- Office
- Criminal background check
- Health savings account
- Health insurance
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12d
Insurance Agent - Superior, WI
Horace Mann - Agent Opportunities —Superior, WI
- Mid-level
- Financial services
- 2 years
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Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Financial Professional Healthcare RN/NP/RCP
Precision Financial —United States
- $76,683.85 - $92,350.44 a year
- Part-time
- Remote
- Background check
- RN License
- Mid-level
- Professional development assistance
- Flexible schedule
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3d
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor (Intersnhip)
Northwestern Mutual —Duluth, MN
Interest in financial literacy and planning tools. Support for insurance licensing (life, health, DI, LTC). Our college financial representatives, who come from…
$500 - $1,000 a year
Quick Apply
12d

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year

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Trust Administrator

North Shore Bank of Commerce
Duluth, MN

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Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Profit sharing
Wellness program
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Bereavement leave
Life insurance
Pet insurance

Qualifications

Law
Account development
Bachelor's degree
Financial services
Account management
Technical Proficiency

Full Job Description

North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area and beyond with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long-term relationships with our customers.

We’re currently seeking a full-time Trust Administrator to join our team. If you’re a seasoned professional who’s passionate about developing, expanding and maintaining relationships, this is a great opportunity for you! This role will be met with opportunities for growth and options to obtain applicable accreditations to support our diverse business lines.

At North Shore Bank, we offer:

Competitive pay
Comprehensive benefits package
A positive, collaborative workplace culture
Career development opportunities within our organization
Equal opportunity employer

What You Will Do:

Provides comprehensive, strategic advice to clients, including; asset management, estate planning, taxes, dispute resolution and risk management.
Will work closely with the VP, Trust Administration to establish and maintain a business development plan.
Initiates regular, proactive client communications via telephone, e-mail, in writing, and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.
Professional account management consistent with governing documents, applicable laws, regulations, policies and procedures.
Works closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience.
Attend corporate events, social gatherings, and other events necessary to support client retention and cultivate prospective client relationships.
Performs other job-related duties as assigned.

What We’re Looking For:

We’re seeking someone who is connected to, passionate about and lives in the Twin Ports area!

5+ years of successful experience in trust administration or wealth management, servicing and managing fiduciary relationships.
Technically proficient in fiduciary law, tax, investments and administration.
Bachelor’s degree in a business-related field and/or equivalent experience and/or training.
Professional designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and / or Graduate of National Trust School.

Benefits:

Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance.
401(k) with Employer Match and Profit Sharing
Vacation time
Bereavement leave
Paid Holidays
Employee Perks
Fun and friendly family-owned work environment
$60,000-$80,000. Salary, incentive plan and title all depending on experience.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in superior, wi

Trust Administrator

Financial Advisor (Intersnhip)

Insurance Agent - Superior, WI

Relationship Manager – Private Wealth & Tax Solutions

Financial Professional Healthcare RN/NP/RCP

Wealth Solutions Advisor

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