Financial Advisor — Customized Planning & Client Growth

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

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.