New Search Return To List

Financial Advisor in Winona, MN

This job is no longer available from Pfied
Find similar jobs: Financial jobs near Winona, MN


Base Salary: Yes (amount not posted)
Total Comp: Not Listed
Industry: Financial
Benefits: Yes
Customers: All
Car Allowance: No
Sales Cycle: salesCycle
Travel: Only in Territory
Minnesota:, Winona


Mar 14, 2016
Winona National Bank, an independently-owned community bank, is looking for a licensed Financial Advisor to service their Winona, MN branches! The Advisor position is responsible for meeting with current and potential banking and credit union customers to help determine the best way to serve those customers needs with products and services.

We offer:
Industry Competitive Payouts
Excellent Healthcare Benefits
Paid Time Off
401(k) with Immediate Match
Yearly Wellness Reimbursement
Best-in-Class Training and much more!


The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:

Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
Advising the customer regarding the advantages, risks, and disadvantages of different products
Developing internal referral resources to identify existing customers
Identifying external prospects and building up new client relationships
Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Understanding and complying with all aspects of bank policies and practices, including laws and regulations governing the duties and responsibilities of product sales
Maintaining all necessary licenses and registrations as required
Successfully completing all mandatory training in a timely manner
Maintaining superior and courteous service to promote products and expand customer relationships
Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism


The Financial Advisor should be a true people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:

A FINRA Series 7 and 66 (or 63 & 65) Licenses
Minnesota (MN) Life & Health Insurance License
Strong sales, customer service, marketing, and business development skills

About us:

Winona National Bank, established in 1874, is an independent financial solutions organization which is fully vested in the communities we serve. We offer the products you expect from your bank: checking, savings, personal and home loans, and we have highly-qualified experts in Business Banking, Trust, 401k, and Investment Services. With 3 locations, electronic options, a community focus, excellent client service, and local decision-making, we are able to customize our financial products and services to fit your needs. Member FDIC. Equal Housing Lender.