Financial Advisor

Overview

JJ Advisor Group, a growing wealth management and financial planning firm, is looking for a Licensed Financial Advisor to help clients reach their financial goals. This role offers an opportunity to contribute to the current and future success of our fast-growing organization. You will join our Rapid City, SD office and serve our clients, focusing on outstanding relationship management while expanding the firm’s client base. We welcome applicants with or without an existing book of business, and the role includes potential growth into financial planning and wealth management. Relocation assistance to Rapid City, South Dakota is available.

Essential Duties and Responsibilities

• Support clients by preparing for meetings, conducting investment research, solving problems, resolving issues, making financial planning recommendations, and addressing other client needs.
• Deliver premier service to current clients.
• Develop productive working relationships with internal team members and external professionals to provide effective client service.
• Conduct and document communications with clients and prospects.
• Manage, organize, and present data; review on a weekly, monthly, and quarterly basis.
• Attend client and team meetings, document notes, assign tasks, and follow up on action items.
• Follow through on projects and delegate tasks as needed.
• Assist in growing the firm’s new client relationships.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable