Investment Executive / Financial Advisor

Merchants Bank is seeking an Investment Executive/Financial Advisor to help people manage and grow their personal wealth. The role involves developing and managing client relationships in a financial planning capacity, researching, gathering and analyzing client data, and recommending financial solutions.

Requirements

• FINRA Series 7 and Series 63 & 65 or 66 Insurance License
• Financial advising and investment experience preferred
• Demonstrated success developing new relationships
• A passion for serving communities
• Excellent communication skills
• Ability to adapt to new technologies and changes in regulations

Benefits

• health, dental, life, disability and vision insurance
• flexible spending accounts
• 401(k) and ESOP retirement plans
• bonus plan
• paid time off
• tuition reimbursement
• voluntary supplemental insurance options