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    1 job found in Brandon, South Dakota

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      • Sioux Falls, South Dakota
      • Permanent
      • $50,000 - $60,000 per year
      • 8:00 AM - 5:00 PM
      Spherion Staffing is interviewing for an Investment Advisor to work with a local financial group located in Sioux Falls. The Investment Advisor will be responsible for case preparation, running reports for meetings, new business paperwork and openings new business accounts. The ability to multi-task is mandatory.Direct Hire Opportunity Pay: $50-60K/year DOEResponsibilities:-Manage client service on assigned accounts-Assist in meeting preparations for individual clients and plan reviews as needed-Effectively grows to bring in new business-Manage client service requirements of accounts assigned, maintaining detail and accuracy-Conduct educational meetings-Document services provided to the various national plans-Ensure operational systems, processes, and compliance policies are administered effectively in practice-Maintain and administer all policies, procedures and operational guidelines for the organization in bringing on new business-Assist with life insurance quotes/paperwork for the firm-Complete client paperwork for new investment accountsResponsibilities:See AboveWorking hours: 8:00 AM - 5:00 PMSkills:Requirements:-Associates or Bachelor degree preferred -Required to hold the Series 65 and Life & Health Insurance license-People manager, be able to give and receive directions-Possess strong interpersonal & communication skills and have highly developed problem-solving skills-Strong organizations skills, self-manage and be able to multitask -Understand the need for client privacy and protects that privacy at all levels-Must promote and maintain good reputation and standing within the Sioux Falls area and among our national clients-Manage self to have excellent follow through on client interactions/leadership team interactions-Must have solid computer proficiency, specifically in Outlook, Word, Power Point, CRM software, Excel spreadsheets, PDF softwareBenefits:-8 paid holidays-Paid PTO/Vacation: years 1-6: 15 days, year 7 plus: 22 days-Health Insurance-Long Term Disability Insurance-401K: after one year of service, employer contributes 3% of base salary each payday, 401K profit sharing deposits as declared by employer-Personal Investments with no Advisory feesEducation:AssociateExperience:4-7 yearsQualifications:See Above To be considered, please apply online at www.spherion.com/apply or if you have questions you can reach out to Troy Thoms at 605-610-3204Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      Spherion Staffing is interviewing for an Investment Advisor to work with a local financial group located in Sioux Falls. The Investment Advisor will be responsible for case preparation, running reports for meetings, new business paperwork and openings new business accounts. The ability to multi-task is mandatory.Direct Hire Opportunity Pay: $50-60K/year DOEResponsibilities:-Manage client service on assigned accounts-Assist in meeting preparations for individual clients and plan reviews as needed-Effectively grows to bring in new business-Manage client service requirements of accounts assigned, maintaining detail and accuracy-Conduct educational meetings-Document services provided to the various national plans-Ensure operational systems, processes, and compliance policies are administered effectively in practice-Maintain and administer all policies, procedures and operational guidelines for the organization in bringing on new business-Assist with life insurance quotes/paperwork for the firm-Complete client paperwork for new investment accountsResponsibilities:See AboveWorking hours: 8:00 AM - 5:00 PMSkills:Requirements:-Associates or Bachelor degree preferred -Required to hold the Series 65 and Life & Health Insurance license-People manager, be able to give and receive directions-Possess strong interpersonal & communication skills and have highly developed problem-solving skills-Strong organizations skills, self-manage and be able to multitask -Understand the need for client privacy and protects that privacy at all levels-Must promote and maintain good reputation and standing within the Sioux Falls area and among our national clients-Manage self to have excellent follow through on client interactions/leadership team interactions-Must have solid computer proficiency, specifically in Outlook, Word, Power Point, CRM software, Excel spreadsheets, PDF softwareBenefits:-8 paid holidays-Paid PTO/Vacation: years 1-6: 15 days, year 7 plus: 22 days-Health Insurance-Long Term Disability Insurance-401K: after one year of service, employer contributes 3% of base salary each payday, 401K profit sharing deposits as declared by employer-Personal Investments with no Advisory feesEducation:AssociateExperience:4-7 yearsQualifications:See Above To be considered, please apply online at www.spherion.com/apply or if you have questions you can reach out to Troy Thoms at 605-610-3204Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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