PREMIER

PREMIER

Financial Advisor

Sioux Falls, SD

Sponsorship not specifiedDetected 7 days ago
ExcelEpicResearchCommunicationProblem Solving

About the role

  • 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.

Responsibilities

  • Prepare and deliver comprehensive financial plan tailored to each customer.
  • Develop a network of Centers of Influence to generate referrals.
  • Build and sustain strong relationships with internal personnel to increase referral frequency.
  • Maintain yearly goals and proactively identify new customers to expand the client base and drive business growth.

Skills

  • Exceptional 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.
  • Full medical benefits when working 20+ hours per week
  • Traditional and High Deductible health plan options available

Compensation

  • 401(k) - dollar-for-dollar match up to 5% of total compensation

Benefits

  • At First PREMIER Bank and PREMIER Bankcard, we've created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back.
  • We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities.
  • FREE dental and vision coverage
  • Generous Paid Time Off plans

Company info

  • First PREMIER Bank
  • About the Role
  • Provide clients with immediate level tailored financial planning and investment advice, ensuring their portfolios align with their individual goals and best interests.
  • Job Duties and Responsibilities
  • Essential duties and responsibilities include the following.
  • Other duties may be assigned.
  • Market to your customer base using Cetera's Compliant Marketing Program.
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This listing is sourced directly from PREMIER's careers page and normalized into a canonical job model.