First Premier Bank

Wealth Management Advisor

First Premier Bank

Denver, CO, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are excited to be seeking a Wealth Management Advisor at First Premier Bank! This is an excellent opportunity for an experienced financial professional to provide comprehensive wealth management services to high-net-worth individuals and their families. The ideal candidate will be highly knowledgeable in the areas of investments, banking, estate planning, trusts, insurance, and taxation, and will have the ability to understand and meet the unique needs of clients. To be successful in this role, the Wealth Management Advisor must also have strong interpersonal skills and the ability to develop long-term relationships with clients. Qualifications include:• A bachelor’s degree in Business, Finance, Accounting, or similar field• At least 5 years of experience in the financial services industry with a focus on wealth management, investments, and insurance• Proven track record of providing excellent customer service• CFP, CFA, or other financial services certifications a plus• Strong interpersonal, communication, and problem-solving skills• Ability to effectively manage and prioritize multiple tasks• Knowledge of applicable laws and regulations

Where is this job?
This job is located at Denver, CO, USA
Job Qualifications
  • Good Problem-Solving Skills

  • Excellent Interpersonal And Communication Skills

  • Strong Financial Planning Knowledge

  • Proven Track Record In Sales And Customer Service

  • Good Knowledge Of Investment Products And Services

  • Ability To Build And Maintain Relationships With Clients

  • Effective Time Management Skills

  • Bachelor's Degree Or Equivalent Experience

Required Skills
  • Budgeting

  • Risk Management

  • Financial Planning

  • Problem Solving

  • Forecasting

  • Relationship Building

  • Compliance

  • Portfolio Management

  • Client Relations

  • Investing

  • Estate Planning

  • Negotiating

  • Analyzing

  • Tax Planning

  • Trust Management

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • self-motivation

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Denver, CO, USA is approximately $68,000-$122,000. The salary range can vary depending on experience, education, industry, and the size of the company.

Additional Information
First Premier Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeMay 22nd, 2025
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About First Premier Bank

First Premier Bank, headquartered in Sioux Falls, South Dakota, is the 13th largest issuer of MasterCard brand credit cards in the United States. The bank is known for specializing in a wide range of subprime credit cards that are marketed to individuals with low credit scores.

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