Financial Advisor

First-Premier-Bank-and-Premier-Bankcar; Sioux Falls (SD); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Full medical benefits

Dental coverage

Vision coverage

401(k) match 5%

Paid time off

Wellness program

Job summary

First PREMIER Bank in Sioux Falls, SD is seeking a financial planning and investment advisor. You will deliver tailored financial plans and investment advice to align with each client’s goals and risk tolerance.

The role requires Series 7/63/65 licenses, 2+ years in investment sales, and strong relationship-building skills. A bachelor’s degree is preferred. Competitive benefits and career growth await the right candidate.

Qualifications

• Bachelor’s degree preferred.
• Minimum of 2 years in an investment sales environment.
• Series 7, 63 & 65 licenses are required.
• Ability to build and sustain client relationships.

Responsibilities

• Provide clients with tailored financial planning and investment advice.
• Conduct independent investment research and summarize information for suitability.
• Evaluate client suitability and make recommendations to portfolios.
• Market to customers using Cetera’s Compliant Marketing Program.
• Develop a network of Centers of Influence for referrals.
• Build strong relationships with internal personnel to increase referrals.

Skills

Verbal communication

Written communication

Analytical thinking

Problem solving

Independent work

Education

Bachelor’s degree preferred

Tools

Excel

Word

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.