Financial Advisor

First-Premier-Bank-and-Premier-Bankcar; Sioux Falls (SD); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision coverage

401(k) match up to 5%

Paid time off

Premier Wellness Program

Volunteer hours

Job summary

First PREMIER Bank in Sioux Falls, SD seeks a seasoned investment professional to deliver tailored financial planning and investment advice. You will align client portfolios with goals, perform research, and ensure suitability across advisory programs.

Experience in investment sales and required licenses are essential. The role emphasizes strong client relationships, market growth, and collaboration with internal teams to expand the client base while maintaining high standards of compliance and

Qualifications

• Bachelor's degree preferred; relevant financial services experience valued.
• Minimum 2 years in an investment sales environment.
• Licenses required: Series 7, 63 and 65.

Responsibilities

• Provide tailored financial planning and investment advice aligned with client goals.
• Conduct independent investment research and summarize information to assess suitability.
• Evaluate client portfolios and adjust recommendations to maximize outcomes.
• Segment clients by assets under management to determine meeting frequency.
• Market to clients using Cetera’s Compliant Marketing Program.

Skills

Investment sales

Financial planning

Customer relationship management

Excel

Analytical thinking

Education

Bachelor’s degree preferred

Series 7, 63 & 65 licenses

Tools

CRM software

Cetera Marketing Program

Job description

At First PREMIER Bank and PREMIER Bankcard, we’ve created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back. This is an environment where you will be rewarded, valued, and celebrated for your hard work.We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities. We celebrate our employees and show our appreciation with private concerts, outdoor bashes, cash and car giveaways and more! See some of our epic celebrations and employee recognitions.Considered one of the nation’s strongest financial organizations, we’ve achieved our success by embodying the views and values of The PREMIER Way. From our CEOs to the newest hires, we all follow these shared views and values to guide us on how to treat our customers, co-workers and communities. The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace. We believe in investing in our employees, their families and our communities.Job Description:Location: Sioux Falls, SDShift: Monday - Friday 8:00 AM to 5:00 PMCompany: First PREMIER BankAbout the RoleProvide clients with immediate level tailored financial planning and investment advice, ensuring their portfolios align with their individual goals and best interests. Maintain yearly goals and proactively identify new customers to expand the client base and drive business growth.Job Duties and ResponsibilitiesEssential duties and responsibilities include the following. Other duties may be assigned.Prepare and deliver comprehensive financial plan tailored to each customer.Conduct independent investment research, compiling, assessing, and summarizing information to determine the suitability of investments for each client's situation.Evaluate customer suitability and best interest considerations, making recommendations to adjust client portfolios as necessary.Segment clients based on Assets Under Management and trailing 12-month revenue to determine appropriate meeting frequency.Market to your customer base using Cetera’s Compliant Marketing Program.Develop a network of Centers of Influence to generate referrals.Build and sustain strong relationships with internal personnel to increase referral frequency.Determine the most suitable advisory program for customers.Skills and QualificationsExceptional verbal and written communication abilities.Proficiency in Microsoft Excel and Word.Advanced computer literacy.Ability to concentrate and work independently.Ability to learn complex financial concepts quickly and apply efficiently.Proficiency in analytical thinking and problem-solving capabilities.Bachelor’s degree is preferred.Minimum of 2 years in an investment sales environment is required.Series 7, 63 & 65 licenses are required.$250,000 minimum in Trailing 12-month Financial Institution Revenue.Competitive Benefits PackageFull medical benefits when working 20+ hours per weekTraditional and High Deductible health plan options availableFREE dental and vision coverageGenerous Paid Time Off plans401(k) – dollar-for-dollar match up to 5% of total compensationSpecial discounts and offers for events at the Denny Sanford PREMIER CenterPREMIER Wellness ProgramPaid Community Volunteer Hours – PREMIER averages 30,000 hours per yearFun Employee PartiesOur CultureWe have an emphasis on personal success, respect, health, wellness, fun and giving backEmployees are rewarded, valued, and celebrated for hard work.Career advancement opportunities is a way PREMIER leaders show they care.Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more.