Wealth Management Specialist jobs in South Dakota

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Advisor
  • FBL Financial Group, Inc.
  • , SD FULL_TIME
  • Wealth Management Advisor

    Are you an entrepreneurial, motivated individual with a drive and passion for helping clients with their wealth management needs?  If so, we have built the foundation and support for you to be a Wealth Management Advisor at Farm Bureau.

    Who We Are:

    For over 75 years, our companies have helped our client/members protect their families and their futures. Our products and services are built for people in all stages of life, in both rural and metro communities. Today, we do business in 14 Midwestern and Western states and are proud of our reputation for outstanding client service.

    What You’ll Do:

    As a Wealth Management Advisor, you will grow your business through personal production and have the opportunity to partner with local Farm Bureau Agents to provide financial advisory services to more than 540,000 client/members across our 14 state-footprint. Our agents are proud members of their local communities and have earned a reputation for establishing deep relationships as they work to protect their friends and neighbors. From day one, you’ll have access to a full suite of brokerage and advisory products and services*, a network of support personnel, leading-edge technology and platforms, and extensive research available to support you and your clients.  Our employee-based model is an excellent place for you to continue expanding your business and grow with a company that works to protect the future — our clients’, our employees’, and yours.

    What We Offer You:

    From the moment you walk through the door, you’ll have the full support of an established brand with the operational, technological and back-office resources you need to offer a higher level of client experience. Combine that with a comprehensive compensation and benefit program as well as the opportunity to qualify for our premier sales incentives contests, and the opportunity is second to none.

    Now is the time to learn how being a Farm Bureau Wealth Management Advisor can help you take your wealth management business to the next level!

    *Securities & services offered through FBL Marketing Services, LLC, 5400 University Ave., West Des Moines, IA 50266, 877/860-2904, Member SIPC. Advisory services offered through FBL Wealth Management, LLC.

     

  • 17 Days Ago

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Wealth Management Operations Analyst
  • First International Bank & Trust
  • Sioux Falls, SD FULL_TIME
  • First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. This position requires a sound knowledge of esta...
  • 19 Days Ago

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Wealth Management Compliance Officer
  • First International Bank & Trust
  • Sioux Falls, SD FULL_TIME
  • First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and deta...
  • 1 Month Ago

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Principal Wealth Manager
  • Savvy Wealth
  • Rapid, SD FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 30 Days Ago

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Asset Management Specialist
  • ELEVATE PROPERTY MANAGEMENT, LLC
  • Sioux Falls, SD FULL_TIME
  • About the position: The Asset Specialist is accountable for the timely and efficient coordination and completion of major capital projects, lender-required repairs, and asset life tracking and managem...
  • 1 Month Ago

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Utilization Management Specialist - RN
  • Sanford Health
  • Dakota, SD FULL_TIME
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportuni...
  • 19 Days Ago

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Business Development Officer
  • Canadian Imperial Bank of Commerce
  • Houston, TX
  • We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are ded...
  • 4/23/2024 12:00:00 AM

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Financial Representative
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
  • 4/23/2024 12:00:00 AM

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Private Wealth Management Specialist
  • First Recruiting, LLC
  • Chicago, IL
  • The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
  • 4/22/2024 12:00:00 AM

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Wealth Specialist
  • Mai Wealth Management Inc.
  • Saint Louis, MO
  • Job Description Job Description GENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dyn...
  • 4/22/2024 12:00:00 AM

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HUB International Jasper Personal Insurance Executive
  • The Fairmont Jasper Park Lodge
  • Jasper, IN
  • HUB International Jasper Personal Insurance Executive HUB International Jasper, ABHybrid workPermanent, Full-timeHUB Int...
  • 4/22/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 4/20/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 4/20/2024 12:00:00 AM

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Private Wealth Management Specialist
  • First Recruiting Llc
  • Chicago, IL
  • The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
  • 4/20/2024 12:00:00 AM

South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$67,019 to $107,047

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019