Financial Advisor

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. Maintain yearly goals and proactively identify new customers to expand the client base and drive business growth.

Job Duties And 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 And 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.
• 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.

Benefits

• Full medical benefits when working 20+ hours per week.
• Traditional and High Deductible health plan options available.
• FREE dental and vision coverage.
• Generous Paid Time Off plans.
• 401(k) – dollar-for-dollar match up to 5% of total compensation.
• Special discounts and offers for events at the Denny Sanford PREMIER Center.
• PREMIER Wellness Program.
• Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year.
• Fun Employee Parties.