Financial Advisor: Investment Planning & Client Growth

First PREMIER Bank; Sioux Falls (SD); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Full medical benefits when working 20+

Traditional and high deductible health

Free dental and vision coverage

Generous paid time off

401(k) – dollar-for-dollar match up to

Premier Center discounts

Premier Wellness Program

Paid community volunteer hours

Job summary

First PREMIER Bank seeks a competent financial advisor to provide tailored financial planning and investment advice aligned with clients' goals. You will identify new customers to expand the client base and drive business growth, while maintaining compliant practices and building strong internal relationships.

The role requires Series 7, 63, and 65 licenses, a minimum of 2 years in investment sales, and a bachelor's degree preferred. Excellent communication and analytical skills are essential.

Qualifications

• Bachelor’s degree preferred; relevant financial services experience valued.
• Minimum 2 years in investment sales required.
• FINRA licenses: Series 7, 63 and 65 required.
• Excellent written and verbal communication; strong analytical skills.

Responsibilities

• Prepare and deliver a comprehensive financial plan tailored to each client.
• Conduct independent investment research and assess suitability.
• Evaluate client suitability and adjust portfolios as needed.
• Segment clients by AUM and revenue to set meeting frequency.
• Market to clients using Cetera's Compliant Marketing Program.
• Develop Centers of Influence network for referrals.
• Build relationships with internal teams to increase referrals.
• Determine the most suitable advisory program for customers.
• Other duties may be assigned.

Skills

Communication

Excel & Word

Tech literacy

Independent work

Financial concepts

Analytical thinking

Education

Bachelor's degree preferred

Tools

Series 7

Series 63

Series 65

Job description

First PREMIER Bank seeks a competent financial advisor to provide tailored financial planning and investment advice aligned with clients' goals. You will identify new customers to expand the client base and drive business growth, while maintaining compliant practices and building strong internal relationships.

The role requires Series 7, 63, and 65 licenses, a minimum of 2 years in investment sales, and a bachelor's degree preferred. Excellent communication and analytical skills are essential.