Strategic Financial Advisor – Client Growth & Planning

First PREMIER Bank PREMIER Bankcard; Sioux Falls (SD); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

401(k) match

Paid time off

Dental and vision coverage

Wellness program

Job summary

First PREMIER Bank seeks a financial planning and investment advisor to provide tailored plans for clients and align portfolios with goals. You will deliver comprehensive plans and conduct research to assess investments for each client’s situation.

Role requires series licenses (7, 63, 65), a bachelor’s degree preferred, and 2+ years in investment sales. You will expand the client base and work with internal teams to optimize outcomes.

Qualifications

• Excellent 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.

Responsibilities

• Prepare and deliver comprehensive financial plans tailored to each customer.
• Conduct independent investment research and assess investment suitability.
• Evaluate customer suitability and best interest considerations and adjust portfolios.
• Segment clients by assets and revenue to plan meeting frequency.
• Market to customers using Cetera's compliant marketing program.
• Develop a network of Centers of Influence to generate referrals.
• Build and sustain relationships with internal personnel to increase referrals.
• Determine the most suitable advisory program for customers.

Skills

Communication

Analytical thinking

Independent work

Financial concepts

Learning quickly

Problem solving

Client relationship skills

Education

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Job description

First PREMIER Bank seeks a financial planning and investment advisor to provide tailored plans for clients and align portfolios with goals. You will deliver comprehensive plans and conduct research to assess investments for each client’s situation.

Role requires series licenses (7, 63, 65), a bachelor’s degree preferred, and 2+ years in investment sales. You will expand the client base and work with internal teams to optimize outcomes.