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Investment Advisor

Employment status
Full-time
Team or role
Banking
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Job description

Who are we?

Frandsen Bank & Trust started in 1982 and has since expanded to more than 30 locations that range from Minnesota to North Dakota to Wisconsin. We are a family owned community bank whose focus is on our customers and our communities.

Why join our team?

For the past 5 years, including the most recent survey for 2021, Frandsen Bank & Trust has been voted as one of the top 175 places to work by our employees. We pride ourselves in facilitating a culture that is both engaging and welcoming.  Frandsen Investment Services is an integral part of the Frandsen Bank & Trust value proposition and provides FIS team members with the opportunity to advance their career path delivering financial planning services to our clients.  We provide competitive incentive based transitional compensation packages and admin support for qualified candidates.

Desired Skills

  • Proficiency developing needs-based financial planning relationships and offering a full range of financial planning solutions including annuities, mutual funds, stocks and bonds as well as life insurance and LTC.
  • Good communication skills and commitment to proactively develop ongoing customer relationships.
  • Already have completed and maintain current Series 7, 66 and Wisconsin insurance licenses.
  • Preferred candidates will have a minimum of two year’s or equivalent experience in the financial planning/financial

Currently looking to fill positions in Vadnais Heights, MN & Eau Claire, WI.

Job location
4251 Southtowne Drive
Eau Claire, WI 54701
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

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About Frandsen Investment Services

Frandsen Investment Services is a full-service wealth planning firm striving to build financial balance for our clients with meaningful priorities and expert organization. We are located within Frandsen Bank & Trust branches to help ensure that clients can easily find us and to give them access to other important financial resources. We provide financial recommendations to work toward ensuring greater financial security for our clients—without relying on unattainable assumptions and unrealistic risk. We have partnered with top financial companies to help clients implement their plan, utilizing cutting-edge technology to develop and cultivate long-lasting, values-based client relationships.

Frandsen Investment Services is an affirmative action and equal employment opportunity employer.