POSITION SUMMARY

Serves the financial needs of Magnifi Financial members by helping members identify financial goals and objectives from financial analysis. Identifies appropriate insurance and securities products to meet their goals and objectives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Recommends and sells investment and insurance products, based on the needs of the member.

• Manages client portfolios by monitoring and reviewing their holdings on a periodic basis to ensure proper allocation and product selection.

• Develops and maintains an awareness of investment product trends, economic news, equity markets, interest rate movements, and insurance product offerings.

• Follows established insurance and securities compliance guidelines, and strictly adheres to all Magnifi Financial policies.

• Builds relationships with branch staff and provides education on Wealth Management capabilities, in order to build a referral base.

• Makes referrals to appropriate Magnifi Financial departments in order to meet banking needs of members.

• Actively participates in community relations efforts to build visibility of the Wealth Management program and grow referral base.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Business, or equivalent.

• Three years’ experience in investments, insurance or equivalent.

LICENSES AND CERTIFICATIONS REQUIRED

• Series 7 & Series 63/65 or Series 66 Securities Sales Licenses, Life/Health Insurance Licensed

• Valid Driver’s license and auto insurance with minimum liability limits within Magnifi Financial policy

The Benefits

We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions):

• Opportunities for Training and Development *
• Leadership Development *
• Job Level Advancement (ability to move up in your position through training and development) *
• Tuition Reimbursement *
• 32 Hours Volunteer Paid Time Off *
• Paid Time Off - starting at 4 weeks per year for FT; prorated for PT *
• Medical
• Dental
• Vision
• Employer paid Life Insurance/AD&D
• Employer paid Disability Insurance
• Retirement Plan - Employer match up to 4%, eligible for annual profit sharing *
• Paid Parental Leave
• Bonus/Incentive Program
• Employee Engagement/Health and Wellness Programs *

Who We Are:

At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. Magnifi Financial has received the special recognition of being named a Top 200 Workplace, voted on by our employees, for the 9th year in a row. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth.

Magnifi Financial has grown to more than 90,000 members, over $2 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)