Financial Advisor

Firstpremier; Sioux Falls (SD); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k) match

Career growth opportunities

Job summary

First PREMIER Bank in Sioux Falls, SD is seeking a Financial Advisor to deliver tailored financial planning and investment guidance, ensuring client portfolios align with goals and risk tolerance. You will identify new clients, service existing relationships, and grow the book of business.

The role requires Series 7, 63 and 65 licenses, 2+ years in investment sales, strong communication, Excel skills, and the ability to work independently.

Qualifications

• Bachelor’s degree preferred.
• 2+ years in an investment sales environment required.
• Series 7, 63 & 65 licenses required.

Responsibilities

• Provide tailored financial planning and investment advice to clients.
• Maintain yearly goals and proactively identify new customers to grow the book.
• Evaluate client portfolios and adjust recommendations as needed.
• Develop networks to generate referrals and build relationships.

Skills

Client communication

Excel

Independent work

Investment research

Relationship building

Sales & growth

Education

Bachelor's degree

Tools

Excel

Word

Job description

## Financial AdvisorApplyremote type: On-Sitelocations: Sioux Falls, SDtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-338At 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, SD **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.### About Us**We Value People**At PREMIER you get more than a paycheck, you get a rewarding career where you can make a difference! Headquartered in Sioux Falls, South Dakota, First PREMIER Bank and PREMIER Bankcard are considered one of the nation’s strongest financial organizations. We have achieved this success thanks to our commitment to always doing what is right for our employees, customers and the communities we serve. We value people and treat our employees as our greatest resource. We actively invest in their professional growth and development, make a strong effort to recognize achievement and take the time to celebrate success.**Spirit of Giving Back**Giving back to our communities is at the heart of PREMIER. We support nearly 700 organizations, non-profits and events. Paid volunteer hours encourage PREMIER employees to get involved in the community. Our employees annually volunteer an average of 33,000 hours for causes important to them.**The PREMIER Way**Our spirit of giving is rooted in The PREMIER Way and the PREMIER Attitude. These shared views and values guide our interactions with each other, our customers and our communities. It’s the foundation of our culture and makes PREMIER a great place to work. Learn More**PREMIER Benefits**PREMIER employees who work 20+ hours per week are eligible for full-time benefits, including medical coverage with free vision and dental insurance. We offer expanded Paid Time Off and a highly competitive 401(k) plan that features a dollar-for-dollar company match after 120 days of employment. Employees can experience personal and professional growth through PREMIER University. It offers skill-based training, leadership classes and inspirational national speakers.**PREMIER Wellness**PREMIER Wellness unifies physical and mental health, financial wellness and community giving under one program designed to help employees find optimal work/life wellbeing. Through our Employee Assistance Program, employees have access to free counseling sessions, online resources and legal support. Community Giving offers our employees purpose-driven, meaningful opportunities where they know they are making a difference.**Celebrating Success**Recognizing and rewarding success is an important part of the PREMIER culture. We celebrate and show our appreciation with private concerts and special events. We’ve also celebrated with surprise gifts, cash/car giveaways, Apple watches, wireless earbuds and more! At quarterly staff meetings, employees who have gone above and beyond in their job or in their community are awarded a PREMIER Performer or PREMIER Eagle Service Award. Employees celebrating 20, 25, 30, 35, 40, 45 and 50 year Milestone Anniversaries receive $1,000 for every year they have worked with PREMIER.