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Wealth Advisor

L5

prairie view wealth partnersSioux Falls, SDtoday

Occupations

Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Prairie View Wealth Partners is a fee-only, fiduciary wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. We set out to build a firm where every detail of the client experience is thoughtfully designed around what truly matters. Our founding team brings a combined 70 years of experience across wealth management and tax planning. Our philosophy draws inspiration from leading hospitality organizations. We serve the whole person, not just their financial questions, and our advice fully integrates tax strategy with investment management. This is our first hire. You will work directly with the founders, help shape a client experience defined by depth of relationships, and grow alongside the firm.
The Role: We are hiring a Wealth Advisor to build financial plans, meet with clients, and keep our client experience organized and responsive. We are open to a range of experience levels. What matters most is drive, curiosity, and a willingness to do whatever it takes to help clients and the firm succeed.
What You'll Do:
  • Build, update, and present comprehensive financial plans covering cash flow, retirement, tax, risk management, and estate considerations
  • Participate in client meetings, contributing analysis and building relationships with clients over time
  • Prepare for client meetings: gather data, run analysis, and assemble agendas and materials
  • Handle meeting follow-up: document notes in our CRM, track action items, and see them through to completion
  • Use and help improve our technology stack, including planning software, CRM, and portfolio tools
  • Support operations, marketing, compliance, and other firm initiatives as needs arise
Who You Are:
  • Some background in financial services, such as financial planning, wealth management, accounting, or a related field desired
  • Hungry to grow your career, and eager to learn from every client interaction
  • A self-starter who works well independently and takes ownership of outcomes
  • Willing to roll up your sleeves; no task is too small in a growing firm
  • Highly organized, with strong attention to detail and follow-through
  • Comfortable with technology and quick to learn new tools
  • A clear communicator who can explain complex topics simply
  • Committed to the fiduciary standard, with a hospitality mindset that puts clients first in every interaction
Nice to have: CFP® designation or progress toward it, and experience with financial planning software.
What We Offer:
  • Direct mentorship from the firm's founders
  • A clear path to grow your responsibilities, client relationships, and career
  • Support for professional designations such as the CFP®
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Sioux Falls, SD

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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