Investment Services Specialist

Merchants Bank, Winona, has an opening for an experienced Investment Services Specialist.  5+ years of experience in the investment related field with a strong understanding of financial and insurance products. A Series 7 license is required.

This individual will serve as Registered Assistant to the Investment Executive team.  Responsible for providing professional development, administrative, and sales support There will be daily contact with customers, as well as our broker dealer, Osaic. Will also assist in maintaining and updating a process manual and guidelines.

Requires a strong understanding of compliance in the financial industry.  Must be organized, have excellent verbal and written communication skills, and multitasking capabilities.  Must be detail orientated, able to prioritize tasks effectively, and have the ability to work independently and as a part of a team.  Ability to conduct all transactions of a highly confidential nature.

Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.

Please Apply online at www.merchantsbank.com/careers or in person at Merchants Bank, Winona (102 E 3^rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

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