First Premier Bank

Wealth Management Advisor

First Premier Bank

Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At First Premier Bank, we are looking for a Wealth Management Advisor to provide comprehensive financial planning and wealth management services to our clients. This is an exciting opportunity for a highly motivated and experienced professional to join a growing team of experts.The successful candidate should have the following qualifications: a Bachelor's degree in finance, economics, accounting, or a related field; a minimum of three years of experience in financial planning and wealth management; and a valid life insurance license.We are looking for an individual who is highly organized and detail-oriented, possessing excellent communication and interpersonal skills, and who is capable of providing superior customer service. The Wealth Management Advisor will be responsible for developing a comprehensive financial plan for each client and for providing ongoing advice and guidance to clients in their pursuit of financial goals.If you have the required qualifications and are passionate about helping clients achieve their financial objectives, we invite you to apply to join our team!

Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Financial Planning Experience

  • Bachelor's Degree In Finance

  • Economics Or Related Field

  • Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Designation

  • Strong Understanding Of Financial Products And Markets

  • Ability To Manage Multiple Clients

  • Comprehensive Understanding Of Tax And Estate Planning

  • Proven Track Record Of Successful Client Relationships

Required Skills
  • Budgeting

  • Consulting

  • Networking

  • Planning

  • Documenting

  • Influencing

  • Managing

  • Investing

  • Advising

  • Negotiating

  • Analyzing

  • Facilitating

  • Strategizing

  • Selling

  • Educating

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Los Angeles, CA, USA is between $50,000 and $90,000. The salary range is based on factors such as experience, education, and location.

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 10th, 2026
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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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