MidWestOne Bank

  • LPL Financial Advisor

    Status
    Exempt
    Type
    Full-Time
    Location
    3585 124th Ave
    City
    Coon Rapids
    State
    MN
    Location : City
    South St. Paul
    Location : State/Province
    MN
    Hours Per Week
    40
    Benefits Package
    Yes - Full Time Package
  • Overview

     

    LPL Financial Advisor

     

    We are looking for an Advisor who is currently working with LPL. This position will work with clients to build their financial portfolio. This would be our first Advisor in our Minnesota footprint and we are requiring 4 plus years of experience and a current book of business.

    Responsibilities

    Is responsible for selling financial products and services to clients for investment purposes including mutual funds, insurance and annuity products. Identifies potential clients utilizing advertising campaigns, mailing lists, and personal contacts through proactive efforts.  Develops prospects from current banking customers, referral leads and other sources.  Interviews clients to determine their financial position: assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops a financial plan based on analysis of data, and discusses available financial options.

     

    Qualifications

    A proven proactive-sales personality, work ethic and attitude with 3 years of  sales experience with LPL in the financial services industry is required. Ability to source new business leads and follow-through to the sale is expected.  Series 6/7

     

    At MidWestOne Bank diversity is embraced and we are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, creed, Veteran status, disability, or any other legally protected status.  If you have a disability or special need that requires accommodation, please let us know. 

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