First PREMIER Bank
This role involves providing tailored financial planning and investment advice to clients, ensuring their portfolios align with individual goals. The position requires maintaining yearly goals, proactively identifying new customers, and expanding the client base to drive business growth. Key duties include preparing comprehensive financial plans, conducting independent investment research, and evaluating customer suitability for portfolio adjustments.
First PREMIER Bank is a community bank based in Sioux Falls, South Dakota, that offers a variety of personal, business and ag banking products and services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for First PREMIER Bank.
First PREMIER Bank didn’t post a salary, so this is our estimate from similar listings.
9% below the average for this role
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