Wealth Planner & Investment Advisor - Client Growth

First PREMIER Bank/PREMIER Bankcard; Sioux Falls (SD); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Full medical benefits (20+ hours)

Dental and vision coverage

401(k) matching up to 5%

Paid Time Off

Wellness program

Volunteer hours

Job summary

First PREMIER Bank is seeking an experienced financial advisor to provide tailored planning and investment advice, aligning portfolios with clients' goals. The role includes expanding the client base and driving business growth through strategic referrals and Cetera programs.

You will prepare comprehensive plans, perform independent research, and recommend suitable advisory programs while maintaining strong client relationships and meeting yearly objectives.

Qualifications

• Bachelor's degree preferred; financial planning or related field is a plus.
• Minimum of 2 years in an investment sales environment is required.
• Licensing including Series 7, 63, and 65 is required.
• Proficiency with Excel and Word for analysis and reporting.

Responsibilities

• Prepare and deliver comprehensive financial plan tailored to each customer.
• Conduct independent investment research, compiling, assessing, and summarizing information to determine the suitability of investments for each client's situation.
• Evaluate customer suitability and best interest considerations, making recommendations to adjust client portfolios as necessary.
• Segment clients based on Assets Under Management and trailing 12-month revenue to determine appropriate meeting frequency.
• Market to your customer base using Cetera's Compliant Marketing Program.
• Develop a network of Centers of Influence to generate referrals.
• Build and sustain strong relationships with internal personnel to increase referral frequency.
• Determine the most suitable advisory program for customers.

Skills

Communication

Excel

Independent work

Financial concepts

Analytical thinking

Bachelor's degree preferred

2+ years investment sales

Licensing: Series 7/63/65

Education

Bachelor's degree or higher

Licenses: Series 7, 63, 65

Tools

Microsoft Excel

Microsoft Word

Job description

First PREMIER Bank is seeking an experienced financial advisor to provide tailored planning and investment advice, aligning portfolios with clients' goals. The role includes expanding the client base and driving business growth through strategic referrals and Cetera programs.

You will prepare comprehensive plans, perform independent research, and recommend suitable advisory programs while maintaining strong client relationships and meeting yearly objectives.