First Premier Bank

Wealth Management Advisor

First Premier Bank

San Diego, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At First Premier Bank, we are looking for an experienced Wealth Management Advisor to join our team. We are looking for an individual that is passionate about financial planning, has a strong understanding of the principles of wealth management, and has the ability to provide our clients with exceptional service.The successful candidate for this role will have a minimum of 5 years of experience in the industry, a college degree in finance, accounting, or related field, and a strong knowledge of the current market and economic trends. The ideal candidate will have excellent communication and interpersonal skills, be highly organized and detail oriented, and be a self-starter who can work independently and effectively.The Wealth Management Advisor will be responsible for managing the financial goals and objectives of our clients, providing them with advice and guidance, and developing long-term relationships. This position requires an individual who is knowledgeable and highly skilled in providing customized financial solutions to our clients. If you are a motivated, service-oriented professional, who is looking to join an exciting team, then this is an ideal opportunity for you.We look forward to hearing from you!

Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications
  • Analytical Skills

  • Financial Planning Expertise

  • Investment Knowledge

  • Relationship Management

  • Regulatory Compliance

  • Sales Experience

  • Excellent Communication

  • Technical Proficiency

Required Skills
  • Financial Analysis

  • Insurance

  • Banking

  • Networking

  • Planning

  • Compliance

  • Risk assessment

  • Client Relations

  • Asset allocation

  • Investing

  • Estate Planning

  • Negotiating

  • Taxation

  • Wealth Preservation

  • Retirement

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organizational skills

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in San Diego, CA, USA is between $50,000 and $100,000 per year. This range will vary depending on the experience and qualifications of the Wealth Management Advisor. The salary range may also be affected by the type of company they are employed with, the size of the company, the industry, and other factors.

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 BeforeJune 9th, 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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