Wealth Advisor

Prairie View Wealth Partners; Sioux Falls (SD); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Mentorship from founders

Career growth path

CFP designation support

Job summary

Prairie View Wealth Partners is a fee-only fiduciary wealth management firm serving high-net-worth clients. We value hospitality and integrate tax strategy with investments. This is our first hire, reporting to the founders.

You will build comprehensive financial plans, meet with clients, and keep the client experience organized and responsive. We welcome varied experience, with CFP progress considered a plus.

Qualifications

• Background in financial services or wealth management preferred.
• Willing to learn from clients and founders; take ownership.
• Excellent organizational skills and attention to detail.

Responsibilities

• Build financial plans covering cash flow, retirement, tax, risk and estate planning.
• Participate in client meetings, analyze data, and nurture relationships over time.
• Prepare for meetings with data gathering, analysis, and materials.
• Document meeting notes in our CRM and track action items to completion.
• Help improve our technology stack, including planning software and portfolio tools.

Skills

Attention to detail

Self-starter

Clear communicator

Tech-savvy

Hospitality mindset

Education

CFP designation in progress

Tools

Planning software

CRM

Portfolio tools

Job description

Prairie View Wealth Partners is a fee-only, fiduciary wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. We set out to build a firm where every detail of the client experience is thoughtfully designed around what truly matters. Our founding team brings a combined 70 years of experience across wealth management and tax planning.

Our philosophy draws inspiration from leading hospitality organizations. We serve the whole person, not just their financial questions, and our advice fully integrates tax strategy with investment management.

This is our first hire. You will work directly with the founders, help shape a client experience defined by depth of relationships, and grow alongside the firm.

The Role

We are hiring a Wealth Advisor to build financial plans, meet with clients, and keep our client experience organized and responsive. We are open to a range of experience levels. What matters most is drive, curiosity, and a willingness to do whatever it takes to help clients and the firm succeed.

What You'll Do

• Build, update, and present comprehensive financial plans covering cash flow, retirement, tax, risk management, and estate considerations
• Participate in client meetings, contributing analysis and building relationships with clients over time
• Prepare for client meetings: gather data, run analysis, and assemble agendas and materials
• Handle meeting follow-up: document notes in our CRM, track action items, and see them through to completion
• Use and help improve our technology stack, including planning software, CRM, and portfolio tools
• Support operations, marketing, compliance, and other firm initiatives as needs arise

Who You Are

• Some background in financial services, such as financial planning, wealth management, accounting, or a related field desired
• Hungry to grow your career, and eager to learn from every client interaction
• A self-starter who works well independently and takes ownership of outcomes
• Willing to roll up your sleeves; no task is too small in a growing firm
• Highly organized, with strong attention to detail and follow-through
• Comfortable with technology and quick to learn new tools
• A clear communicator who can explain complex topics simply
• Committed to the fiduciary standard, with a hospitality mindset that puts clients first in every interaction
• Nice to have: CFP® designation or progress toward it, and experience with financial planning software.

What We Offer

• Direct mentorship from the firm's founders
• A clear path to grow your responsibilities, client relationships, and career
• Support for professional designations such as the CFP®