Financial Advisor Job at M & I Bank in Elm Grove, WI
A career 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
Financial Advisor 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 required 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).
As a financial advisor at M&I, you’ll have an opportunity to make an impact through your relationships. M&I’s needs-based selling approach will allow you to assist people in taking steps to become financially secure. You will see the result of your work spread through families and communities across the country. M&I is dedicated to serving the needs of our customers and families while sharing your passion and commitment to delivering high-level customer experience. M&I stands behind your successes with the support you need to turn potential into results.
Overall responsibilities include meeting or exceeding annual production, referral, and client retention goals while operating within the scope of all industry and organizational rules and regulations. Specific market characteristics including M&I bank and brokerage deposit and investment assets, the tenure of the Financial Advisor, administrative and compensation expenses, and market demographics will determine individual goals. At M&I, we strive to assist you in achieving your goals, while rewarding you for your successes.
With M&I you will also enjoy:
- o Unlimited earning potential
- o Flexibility to manage your schedule and have a healthy work-life balance
- o Opportunities for career growth and advancement
- o An established client base
- o A qualified team of professionals to partner with you to meet your production goals
- o Extensive training and team support
M&I’s benefits package includes medical, dental, vision, disability, and retirement savings programs.
Financial-Advisor-Salary Grade: 18
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