Associate Investment Advisor – Winona, MN
Merchants Bank established in 1875 is a growing, employee-owned company, dedicated to a philosophy of community banking with total company wide assets of over $2.5 billion. Due to continued growth, we are searching for an Associate Investment Advisor to grow and service our investment area and customer in the Winona, Minnesota area market.
The Associate Investment Advisor is responsible to contribute to the growth and profitability of the Bank through management of sales, marketing, and continued customer relationships. This role is designed for intentional career growth as it is a precursor to becoming an Investment Advisor/Executive.
The successful candidate will be enrolled in a Professional Coaching Program designed to provide comprehensive training curriculum with a foundation of operations, sales, and service skills. The program will culminate with the Associate Investment Advisor being fully licensed and trained to start attracting, onboarding, servicing, and retaining investment services clients. Throughout this time, the Associate Investment Advisor will work with a team of current Investment Services professionals.
This position desires a college degree in Accounting, Finance or Business Administration and sales experience is a strong plus. This position will work out of our Winona downtown location.
Competitive hourly pay and benefit package provided, including an ESOP. Apply online at www.merchantsbank.com/about/careers, mail resume and cover letter to Merchants Bank, Attn: Beth Ede, CHRO, 102 East 3rd St., Winona, MN 55987, or email your resume and cover letter to firstname.lastname@example.org.
Deadline for external application is May 12, 2021.
Employer of women, minorities, protected veterans and individuals with disabilities.
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