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Wealth Advisor II
Minnesota Bank and Trust
7701 France Ave S Ste 110 Edina, MN 55435-5297
Job Description
At Minnesota Bank & Trust, we’re your career destination!

At Minnesota Bank & Trust, behind our local touch lies the support of one of the nation’s top 100 Banking organizations. This means great resources and career opportunities for our staff!

We are currently recruiting a Wealth Advisor II for our Edina Banking Center.

The Wealth Advisor II serves as the primary relationship manager for high net worth individuals, businesses, and non-profit organizations for the financial planning, investment management and trust services provided by Wealth Advisory Services.
Education & Experience
Requirements:
  1. Bachelor’s Degree in a business related field or equivalent work experience.
  2. 5-7 years of experience as a financial professional, wealth advisor or trust officer; sales experience preferred.
  3. Previous law experience a plus.
  4. Experienced with Financial Planning, CRM, Trust Accounting and/or Sales Reporting software.
  5. Knowledge of Microsoft Office Applications.
  6. Knowledgeable in financial planning, investments and trust services
About
Minnesota Bank & Trust provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, familial status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws.
How to Apply
To apply, please visit MNBankandTrust.com and apply to req number 18-0645.
MBA Job number/Date Added
JobtitleApplyBlindadDateaddedEducFilenumJobdescAbout
Wealth Advisor IITo apply, please visit MNBankandTrust.com and apply to req number 18-0645.False7/18/2018Requirements:
  1. Bachelor’s Degree in a business related field or equivalent work experience.
  2. 5-7 years of experience as a financial professional, wealth advisor or trust officer; sales experience preferred.
  3. Previous law experience a plus.
  4. Experienced with Financial Planning, CRM, Trust Accounting and/or Sales Reporting software.
  5. Knowledge of Microsoft Office Applications.
  6. Knowledgeable in financial planning, investments and trust services
H-6152At Minnesota Bank & Trust, we’re your career destination!

At Minnesota Bank & Trust, behind our local touch lies the support of one of the nation’s top 100 Banking organizations. This means great resources and career opportunities for our staff!

We are currently recruiting a Wealth Advisor II for our Edina Banking Center.

The Wealth Advisor II serves as the primary relationship manager for high net worth individuals, businesses, and non-profit organizations for the financial planning, investment management and trust services provided by Wealth Advisory Services.

Minnesota Bank & Trust provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, familial status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws.