Top 5 Financial professional Jobs in Aberdeen, Sd

Financial Advisor (Training and Mentorship Provided)
Northwestern Mutual —Aberdeen, SD
- $61,000 - $250,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid training
- Health insurance
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Financial Advisor (Training and Mentorship Provided)
Northwestern Mutual —Aberdeen, SD
You will leverage your comprehensive knowledge of financial concepts, investment management, and estate planning to develop tailored strategies that optimize…
$61,000 - $250,000 a year
Quick Apply

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Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
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Financial Advisor (Training and Mentorship Provided)

Northwestern Mutual -
Aberdeen, SD

Quick Apply

Job Details

Full-time
$61,000 - $250,000 a year

Benefits

Paid training
Health insurance
Dental insurance
Parental leave
Vision insurance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Tax law compliance support experience
Customer communication
Driver communication tools
Fuel-efficient driving
Research methodology
Ambition
Securities law compliance support experience
Math
Entrepreneurship
Bachelor's degree
Financial product expertise
Financial concepts
Sales management systems proficiency
Relationship building
Securities law
Financial accounting
CRM system proficiency
Critical thinking
Financial data analysis tools
Technical Proficiency
Financial markets knowledge
Data analysis software
Teaching time management skills

Full Job Description

Job Summary
Join our dynamic team as a Financial Advisor, where you will play a vital role in guiding clients toward achieving their financial goals through personalized planning and expert advice. You will leverage your comprehensive knowledge of financial concepts, investment management, and estate planning to develop tailored strategies that optimize wealth growth and security. This position offers an exciting opportunity to empower clients with sound financial solutions while advancing your career in a collaborative and supportive environment.

Duties

Assess clients’ financial situations by analyzing their income, expenses, assets, liabilities, and investment portfolios to craft customized financial plans.
Provide expert guidance on estate planning, including wills, trusts, and estate law, to help clients preserve and transfer wealth efficiently.
Conduct thorough financial analysis using advanced financial software to evaluate investment opportunities and risks.
Develop and present comprehensive financial sales proposals that align with clients’ objectives and risk tolerance.
Stay current on securities law, tax regulations, and industry best practices to ensure compliance and deliver accurate advice.
Manage client relationships through proactive communication, regular reviews, and tailored financial services that foster trust and loyalty.
Assist clients with cash management strategies, retirement planning, asset management, and portfolio management to maximize their financial growth.

Requirements

Proven experience in financial services or related fields such as public accounting or corporate accounting.
Strong understanding of financial concepts including investment management, wealth management, and technical accounting principles.
Knowledge of estate planning tools like wills, trusts, and estate law is highly desirable.
Familiarity with securities law, tax experience, and research methodologies relevant to finance.
Proficiency in financial analysis software and customer relationship management (CRM) systems.
Excellent math skills combined with the ability to interpret complex financial data accurately.
Exceptional communication skills to explain intricate financial strategies clearly to clients.
A relevant degree in finance, accounting, economics or a related discipline; professional certifications such as CFP (Certified Financial Planner) are a plus. Embark on a rewarding career where your expertise makes a real difference! We are dedicated to supporting your professional growth while helping clients secure their financial futures through innovative solutions and personalized service.

Job Type: Full-time

Pay: $61,000.00 - $250,000.00 per year

Benefits:

Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid training
Parental leave
Retirement plan
Vision insurance

Education:

Bachelor's (Preferred)

Work Location: In person

Quick Apply

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financial professional jobs in aberdeen, sd

Financial Advisor (Training and Mentorship Provided)

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