Strategic Financial Advisor & Wealth Planner

First PREMIER Bank/PREMIER Bankcard; Sioux Falls (SD); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision coverage

Paid time off

401(k) match

Wellness program

Volunteer hours

Job summary

First PREMIER Bank is seeking a financial planning and investment advisory professional in Sioux Falls to provide tailored strategies and guidance that align with each client’s goals. You will nurture client relationships and proactively expand the book of business through effective planning and portfolio optimization.

The role requires active Series 7/63/65 licenses, strong Excel/Word skills, and the ability to work independently while delivering clear, data-driven recommendations to clients

Qualifications

• Bachelor's degree preferred.
• Minimum of 2 years in an investment sales environment.
• Series 7, 63 & 65 licenses are required.
• $250,000 minimum trailing 12-month revenue.

Responsibilities

• Prepare and deliver comprehensive financial plans tailored to each client.
• Conduct independent investment research and assess investment suitability.
• Evaluate client portfolios and adjust recommendations to meet best interests.
• Segment clients by assets and revenue to set meeting frequency.
• Market to clients using Cetera's compliant marketing program.

Skills

Investment sales

Client relationships

Financial planning

Analytical thinking

Communication

Education

Bachelor's degree preferred

Tools

Excel

Word

Job description

First PREMIER Bank is seeking a financial planning and investment advisory professional in Sioux Falls to provide tailored strategies and guidance that align with each client’s goals. You will nurture client relationships and proactively expand the book of business through effective planning and portfolio optimization.

The role requires active Series 7/63/65 licenses, strong Excel/Word skills, and the ability to work independently while delivering clear, data-driven recommendations to clients