Finance Jobs in Rapid City, SD

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15d ago

Financial Advisor

JJ Advisor Group Rapid City, SD Hybrid

Rapid City, SD

15d ago

$50k - $70k/yr Full time Advisor Client Relations Client Service

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Job Description

Licensed Financial Advisor role in Rapid City, SD with JJ Advisor Group, focusing on relationship management, client growth, and comprehensive financial planning and wealth management; relocation assistance provided.

Responsibilities

Prepare for client meetings with research and investment analysis, address problems, resolve issues, and deliver financial planning recommendations to meet client needs.
Provide premier service to current clients, ensuring high-quality support and responsiveness.
Develop effective working relationships with internal teams and external professionals to deliver coordinated client service.
Conduct and document communications with clients and prospects, preserving clear records of interactions.
Manage, organize, present data, and review performance on a weekly, monthly, and quarterly basis.
Attend client and team meetings, document notes, assign tasks, and follow up on action items.
Drive project progress and delegate tasks as needed to meet deadlines.
Assist in growing the firm’s new client relationships and contribute to business development efforts.

Requirements

Strong interpersonal and communication skills to engage with financial advisors, support staff, vendors, and Cambridge home office personnel on sensitive matters.
Thorough understanding of company policies, procedures, and applicable regulations.
Professional, courteous demeanor when working with advisors, administration, and clients in a deadline-driven environment.
Commitment to delivering a premier level of customer care in a calm, professional manner.
Ability to organize, manage, track, and complete multiple detailed tasks and assignments.
Solid analytical skills for researching and resolving problems.
Ability to work independently with minimal supervision.
Extensive documentation of all client communications.
Operate with high integrity, adhere to compliance rules, and avoid shortcuts.
Proficiency with Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite.
Ability to build trust and lasting relationships with clients.

Education and Experience

Bachelor’s degree and at least two years of experience in the financial services industry, or an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensing.

Technologies

Wealthport
eMoney
Redtail
Riskalyze
Microsoft Office Suite

Compensation

Salary: USD 50,000 - 70,000 per year

Location

Rapid City, South Dakota (hybrid)

Benefits

Relocation assistance to Rapid City, South Dakota
Opportunity for future ownership in the company

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