Careers
Paraplanner
Sterk Financial Services – Dakota Dunes, SD
Sterk Financial Services is currently seeking a full-time Paraplanner at our Dakota Dunes, SD location. This is a highly responsible and technical position. It is not an entry-level sales position. Candidate must be goal oriented, self-motivated and comfortable working with affluent clients.
Responsibilities include working with the firm’s advisors and their clients to do:
- Financial plan preparation & analysis
- Implement asset allocation strategies
- Prepare, coordinate and follow through on client communications
- Meet with clients to complete paperwork
- Prepare advisor for client meetings/manage client follow up
- Securities trading
Candidates must be licensed in Life/Health Insurance and Series 6, 65 (Series 7, 66 preferred). Qualified candidates must have five years of experience in a similar role, be computer literate with the ability to master new software programs, resourceful, and good with people. A team player with a can-do attitude is required with the desire to continuously get more involved within the business. Compensation commensurate with skills, knowledge and experience.
E-mail your resume, cover letter, and salary requirements to [email protected].
Financial Advisor
Sterk Financial Services – Dakota Dunes, SD
Sterk Financial Services is currently seeking a Financial Advisor at our Dakota Dunes, SD location. Join a team led by a Forbes recognized leader that also invests in you with cutting edge technology, proven marketing programs, full access to some of the best resources and tools in the industry, a dedicated support team, and a world class open architecture investment platform. Here, you will build and cultivate long-term, trusting relationships with new and existing clients by guiding them through wealth management and retirement planning strategies.
The Expertise We’re Looking For
- FINRA Series 6 & 63 required prior to hire
- Series 7, 65 and/or 66 and state registrations required within 3 months of hire
- Life & Health Insurance License
- Minimum 3 years of experience with High Net Worth clients
- A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!
The Skills You Bring
- You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with clientele
- Exceptional knowledge of investment products
- Ability to effectively introduce new clients to different investment strategies
- A collaborative team attitude and a desire to grow
While you build relationships here, you will also be building your career! Compensation package commensurate with skills, knowledge and experience.
E-mail your resume, cover letter, and salary requirements to [email protected].