Top 3 Cfp Jobs in South Dakota

Wealth Advisor
Mariner Wealth Advisors —Sioux Falls, SD
- $85,000 - $100,000 a year
- Full-time
- 5 years
- Research
- Office
Servicing Wealth Advisor
Cornerstone Financial Solutions —Huron, SD
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- 401(k)
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

Discover related jobs

Based on your search for cfp jobs.

VP, Trust Officer
American Bank & Trust —Sioux Falls, SD
Engages in business development activities by maintaining business and social contacts to develop new trust and wealth management relationships and to deepen…
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
14d
Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for cfp in south dakota

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

cfp jobs near south dakota

Wealth Management Advisor jobs in Sioux Falls, SD

Financial Advisor jobs in Hunt Valley, MD

Financial Analyst jobs in Mesa, AZ

Academic Advisor jobs in Orlando, FL

Financial Advisor jobs in Long Island, NY

Title Iv Financial Aid jobs in Remote

Financial Advisor jobs in Arlington, VA

Gm Financial jobs in Remote

Financial Advisor jobs in Paducah, KY

Service Advisor jobs in Redondo Beach, CA

Work From Home Customer Service jobs in New Mexico

Academic Advisor jobs in Detroit, MI

Service Advisor jobs in Shreveport, LA

Service Advisor jobs in Nashville, TN

Service Advisor jobs in Charlottesville, VA

Work From Home Customer Service No Experience jobs in Florida

Wealth Management Advisor jobs in Boston, MA

Wealth Management Advisor jobs in Davenport, IA

Wealth Management Advisor jobs in Zephyrhills, FL

Wealth Management Advisor jobs in Independence, OH

Wealth Advisor

Mariner Wealth Advisors -
Sioux Falls, SD

Apply Now

Job Details

Full-time
$85,000 - $100,000 a year

Qualifications

Research
Bachelor's degree
Experience practicing in the securities industry

Full Job Description

Location

Sioux Falls, SD

Address

Sioux Falls, South Dakota

Employment Type

Full time

Location Type

On-site

Department

Wealth

Compensation

$85K – $100K

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications

Bachelor’s degree required
5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required

Skills & Knowledge

Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Demonstrated talent development experience, training new staff, mentoring interns, etc.
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

#LI-MK1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $85K - $100K

Apply Now

Refine Your Search

cfp jobs in south dakota

Wealth Advisor

Servicing Wealth Advisor

Relationship Manager – Private Wealth & Tax Solutions