Financial Advisor

First PREMIER Bank/PREMIER Bankcard; Sioux Falls (SD); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Full medical benefits when working 20+

401(k) – dollar-for-dollar match up to

Paid Time Off

Dental and vision coverage

Wellness Program

Volunteer Hours

Job summary

First PREMIER Bank in Sioux Falls, SD seeks an investment planning professional to provide tailored financial plans and investment advice aligning client portfolios with goals.

The role requires strong communication, 2+ years in investment sales, and active Series 7/63/65 licenses, with a focus on growing client base and maintaining compliance through Cetera programs.

Qualifications

• Exceptional 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.

Responsibilities

• Prepare and deliver comprehensive financial plan tailored to each customer.
• Conduct independent investment research, compiling, assessing, and summarizing information to determine 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

Excellent communication

Independent work

Analytical thinking

Problem-solving

Quick learner

Education

Bachelor’s degree preferred

Series 7/63/65 licenses required

Tools

Excel

Word

Cetera Marketing Program

Job description

Job Description

Provide 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.

Location

Sioux Falls, SD

Shift

Monday - Friday 8:00 AM to 5:00 PM

Company

First PREMIER Bank

Job Duties and Responsibilities

• Prepare and deliver comprehensive financial plan tailored to each customer.
• Conduct independent investment research, compiling, assessing, and summarizing information to determine 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 Qualifications

• Exceptional 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 Package

• Full medical benefits when working 20+ hours per week
• Traditional and High Deductible health plan options available
• FREE dental and vision coverage
• Generous Paid Time Off plans
• 401(k) – dollar-for-dollar match up to 5% of total compensation
• Special discounts and offers for events at the Denny Sanford PREMIER Center
• PREMIER Wellness Program
• Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year
• Fun Employee Parties