Financial Advisor
$3,000,000–$3,000,000 year
On-siteSioux Falls, South Dakota, United States
Sioux Falls, South Dakota, United StatesOn-siteFull Time$3,000,000–$3,000,000 yearLarge
Full TimeLarge
Job Summary
Prepare and deliver comprehensive financial plans tailored to each customer, ensuring portfolios align with individual goals. Conduct independent investment research to assess suitability and make recommendations for adjusting client portfolios. Segment clients by assets under management to determine appropriate meeting frequency and proactively identify new customers to expand the base. Market to the customer base using compliant programs and build a network of centers of influence to generate referrals. Work Monday through Friday from 8:00 AM to 5:00 PM.
Required Qualifications
- Minimum of 2 years in an investment sales environment
- Series 7 license
- Series 63 license
- Series 65 license
- $250,000 minimum in Trailing 12-month Financial Institution Revenue
- Bachelor's degree, English major preferred
Desired Qualifications
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.