Financial Advisor: Build Client Portfolios & Planning

BankWest - South Dakota; Mitchell (SD); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Financial Advisor to manage client relationships and provide personalized financial advice. The role involves developing financial plans, conducting client reviews, and collaborating with bank staff to enhance client services. Ideal candidates will have a Bachelor's degree and relevant certifications, along with strong interpersonal skills to foster client relationships.

Qualifications

• Bachelor's degree or equivalent experience required.
• 2 years' experience in finance preferred.
• Industry certifications like Series 7 and 66 are necessary.

Responsibilities

• Deliver tailored financial advice to clients.
• Develop and implement financial plans.
• Conduct regular client reviews to adjust strategies.

Skills

Interpersonal skills

Knowledge of brokerage industry

Ability to work independently

Knowledge of regulatory requirements

Education

Bachelor's Degree in a related field

Series 7 certification

Series 66 certification

Paraplanner designation

Job description

A leading financial institution seeks a Financial Advisor to manage client relationships and provide personalized financial advice. The role involves developing financial plans, conducting client reviews, and collaborating with bank staff to enhance client services. Ideal candidates will have a Bachelor's degree and relevant certifications, along with strong interpersonal skills to foster client relationships.