Financial Advisor Job at M & I Bank in St. Louis, MO

Author - December 13, 2017

A career Financial Advisor¬†at M&I is much more than a job. It’s a chance to work alongside some of the best in the banking industry. It’s about being challenged, motivated and always respected. At Marshall & Ilsley Corporation, the Golden Rule is the foundation of everything we do. We believe in treating our customers, employees, shareholders, and members of the community as we would like to be treated ourselves.

Marshall & Ilsley Corporation is a diversified financial services corporation headquartered in Milwaukee, Wisconsin, serving major markets nationwide. Our customer-based approach, top tier talent, and strategic acquisitions have made M&I a nationally recognized leader in the financial services industry, as well as being voted one of the “Best Places to Work.”

Financial Advisor Responsibilities

PRIMARY FUNCTION:
Successfully increase assets under management and revenue through direct sales of products and services available through M&I’s brokerage, insurance, banking and trust divisions. The main areas of focus include Business Development, Sales, Compliance, Customer Service, Team Building and Technical Skills. Develop and maintain a book of business by executing a comprehensive business plan. This program will focus on generating new business by developing external opportunities that exist within the Financial Advisor’s real market, leveraging the internal resources that exist within M&I’s Community Banking Network, and expanding existing client relationships.

Financial Advisor primary QUALIFICATIONS:

  • 3 – 5 years of successful sales experience in the financial planning, securities, or insurance industry.
  • Completion of NASD’s Series 7 and 63 and life insurance license required. Health insurance licenses must be obtained within the first six months of employment.
  • Acceptable compliance record from prior position(s).

Job Family: Brokerage/Investment Mgmt

Job Segments: Bank, Banking, Business Development, Customer Service, Finance, Financial, Financial Advisor, Financial Planner, Sales
Part/Full Time: Full-Time
Financial-Advisor-Salary Grade: 18

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