Investment Advisor

About this job

  • Full-time employee
  • New Ulm, Minnesota

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Job description

Frandsen Bank & Trust is seeking a licensed Investment Advisor to assume and expand the existing portfolio of investment clients for some of our Southern, MN offices. The advisor will be based out of New Ulm, MN and work under the Frandsen Investments Program Manager. The advisor will enjoy a strong partnership with the bankers and excellent referral culture.

The ideal candidate will offer existing and new clients a full range of financial services including annuities, mutual funds, stocks and bonds as well as a focus on retirement planning. The candidate should have good communication skills and commitment to proactively develop ongoing customer relationships. Candidates should hold or be able to obtain within a reasonable time after employment professional license Series 7, 66 and Minnesota insurance license. Preferred candidates will have a minimum of two year’s or equivalent experience in the financial planning/financial services profession.

About Frandsen Bank & Trust

Frandsen Bank & Trust is a high quality community bank that provides a wide array of banking products and services to their customers and communities (in Minnesota, North Dakota, and Wisconsin); deposit accounts, loans, mobile banking, online banking, bill pay, eStatements, cash management, credit and check cards, electronic payments, ATMs, safe deposit boxes, and trust (Wealth Management & Trust), and investment management (Frandsen Investment Services). All products and services are provided in a true community banking environment where the customer is cared for in a way that nurtures a long-term relationship.

Our mission is to determine needs, develop relationships, and deliver solutions.

Frandsen Bank & Trust is owned by Frandsen Financial Corporation (“FFC”). Founded in 1982, FFC is an interstate bank holding company with $2.1 billion in assets, and has $325 million in assets under management in its Wealth Management & Trust operations.

FFC provides a variety of support services to Frandsen Bank & Trust, including; data and item processing, accounting, regulatory reporting, auditing, marketing, human resources, compliance and training, loan review, investment management, asset/liability and funds management, and policy management. This structure allows our bankers to spend more valuable time with the customers to develop long-term banking relationships.

Frandsen Bank & Trust is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran


GENEROUS BENEFIT PACKAGES*

  • High-deductible health plan with 100% preventive services (in network)
  • 100% coverage for preventive prescription medications
  • Flexible spending account
  • Life, accident, and disability insurance options
  • Dental and vision plan options
  • 401(k) and profit sharing
  • Employee assistance program
  • Additional benefits may apply to specific companies

*Available to qualified full-time employees


Frandsen Corporation and related entities are a family of businesses owned and operated by Dennis and Greg Frandsen and headquartered in North Branch, Minnesota. The manufacturing sector has operations in Minnesota, Iowa, and Kentucky. The banking sector has facilities in Minnesota, North Dakota, and Wisconsin.