Financial Advisor

First PREMIER Bank/PREMIER Bankcard; Sioux Falls (SD); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision coverage

Paid time off

401(k) match

Wellness program

Volunteer hours

Job summary

First PREMIER Bank is seeking a financial planning and investment advisory professional in Sioux Falls to provide tailored strategies and guidance that align with each client’s goals. You will nurture client relationships and proactively expand the book of business through effective planning and portfolio optimization.

The role requires active Series 7/63/65 licenses, strong Excel/Word skills, and the ability to work independently while delivering clear, data-driven recommendations to clients

Qualifications

• Bachelor's degree preferred.
• Minimum of 2 years in an investment sales environment.
• Series 7, 63 & 65 licenses are required.
• $250,000 minimum trailing 12-month revenue.

Responsibilities

• Prepare and deliver comprehensive financial plans tailored to each client.
• Conduct independent investment research and assess investment suitability.
• Evaluate client portfolios and adjust recommendations to meet best interests.
• Segment clients by assets and revenue to set meeting frequency.
• Market to clients using Cetera's compliant marketing program.

Skills

Investment sales

Client relationships

Financial planning

Analytical thinking

Communication

Education

Bachelor's degree preferred

Tools

Excel

Word

Job description

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

Company: First PREMIER Bank

About the Role

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.

Job Duties and Responsibilities

Essential 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 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

Our Culture

• We have an emphasis on personal success, respect, health, wellness, fun and giving back
• Employees 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.