Financial Advisor

Job overview

The Financial Advisor role is listed onsite in Mitchell, SD; the title notes that the location is negotiable. Compensation is not specified. The advisor works with BankWest clients and collaborates with bank staff across branch locations. The role manages an existing client book while developing new business, providing tailored financial guidance and helping clients make informed decisions toward their financial goals.

What you'll do

• Provide financial advice and develop plans addressing retirement, investment, tax, estate, and insurance needs
• conduct client reviews
• manage account openings, documentation, transactions, and service requests
• prepare research and investment recommendations
• build referral relationships with BankWest staff
• participate in marketing and prospect outreach
• and collaborate with bank and financial-services teams.

What we're looking for

Skills & competencies

financial advisor

financial planning

investment recommendations

client relationships

business development

banking

mitchell sd

bankwest

series 7

series 66

Work arrangement

• Weekend coverage required

Why this role

A related bachelor’s degree is requested, though applicable experience or certifications may substitute. Series 7 and Series 66 (or equivalent) credentials are listed.

About the employer

BankWest is hiring for this role. Industry: Commercial Banking. Sector: 52.