Top 32 Financial advisor Jobs in Brainerd, Mn

Associate - Upper Midwest Advisor Group
Thrivent —Brainerd, MN
- Research
- Mid-level
- Administrative experience
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Wealth Management Consultant
Thrivent —Brainerd, MN
- $114,731 - $155,224 a year
- Full-time
- Bachelor's degree
- Travel
- Senior level
- Paid parental leave
- Health savings account
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Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Commercial Banking Specialist
Old National Bank —Brainerd, MN
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
$17.00 - $27.50 an hour
Banking Consultant I
Magnifi Financial Credit Union —Long Prairie, MN
Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM).
$17.80 - $26.70 an hour
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2d

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Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
Financial Advisor - Licensing Provided
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
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Associate - Upper Midwest Advisor Group

Thrivent -
Brainerd, MN

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Job Details

Qualifications

Life Insurance License
Customer communication
Health insurance policy knowledge
Research
Financial product expertise
Community relationship building
Experience practicing in the securities industry
Cross-functional collaboration

Full Job Description

This position provides licensed financial and non-financial support to <> and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Position Roles/Responsibilities/Accountabilities

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present product specific seminars and/or workshops as necessary
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
Participate in business planning for the Practice as needed
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
Obtain member/customer financial and/or suitability information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist Financial Advisors in the preparation and follow up for the member/customer meetings
Collaborate with Financial Advisors to assist client with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Previous administrative/secretarial experience desired.
Must be securities registered (series 7 & 66 or 6 & 63).
Must be appropriately insurance licensed/appointed for sale of all life/health and variable products.
Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for <>. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.
Demonstrated customer service orientation/experience, 2+ years preferred.
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
Ability to maintain integrity of sensitive/confidential information.
Basic understanding of <>, our products and services, and Thrivent Financial.

Competencies

Planning/Organizing
Analytical thinker
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the <>.
Must be able to represent the organization in work with external clients.
Must be able to cultivate and maintain relationships with outside organizations.

As part of <> recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

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financial advisor jobs in brainerd, mn

Associate - Upper Midwest Advisor Group

Wealth Management Consultant

Regional Vice President of Sales (Rust Belt)

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