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Legacy Wealth Management
Licensed Financial Advisor
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on North Dakota data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$100,559 / year median in North Dakota
+1% projected growth
Job Description
Join Our Team at Legacy Wealth Management
- Let Your Financial Expertise Grow!
Position:
Licensed Financial Advisor Location:
Fargo, North Dakota Type:
Full-Time, Salaried Salary:
Negotiable based on experience; Average starting salary: $65,000- $80,000
Benefits:
Medical, Dental, Vision, Life, 401(k), HSA, Flexible Scheduling, PTO- Are you a licensed financial advisor ready to elevate your career BEYOND the traditional office setting?
What You'll Do:
- Deliver exceptional financial advice and customized wealth strategies to individuals, families, and business owners.
- Join other staff on our popular weekly "Investment Talk" TV and Radio shows , educating and engaging the public on investing topics, retirement planning, and current market trends.
- Build lasting relationships with clients based on trust, transparency, and excellent customer service.
- Collaborate with a high-performance team of advisors, assistants, and marketing staff.
- Stay ahead of the curve on market developments and financial planning techniques.
Why This Role Stands Out:
Your Voice Will Be Heard:
Literally! You will become a familiar face and trusted voice in the Red River Valley region's financial conversation.You're Not On Your Own:
This is a complete TEAM effort at Legacy Wealth, and you will never have to make any cold calls to recruit clients!Strong Brand Backing:
Join a longtime respected and local firm with a loyal client base and a "less Wall Street, more Main Street" focus.Tools For Success:
Enjoy robust marketing support, the latest CRM and AI-enabled financial planning tools, and experienced administrative support.What We're Looking For:
- Active FINRA Series 7 license (or willingness to obtain)
- Series 65, 66 preferred (or willingness to obtain). Insurance license also preferred but not required.
- Strong communication and presentation skills
- Entrepreneurial mindset and ability to work independently with high ethical standards.
- 2-5 years' experience in financial planning, retirement strategies, or investment management. Why Legacy Wealth Management?
- We are a well-established, respected firm in the Fargo-Moorhead area of 16 years.
- Our media platforms offer incredible visibility and reach
- positioning you as a local, recognizable financial authority.
- Access to top-tier investment platforms, financial assistant and marketing staff support.
- A collaborative, team-first environment with a modern approach to wealth management
- NO cold-calling!
- Ready to Be More Than Just an Advisor?
Job Types:
Full-time, Permanent Pay:
$65,000.00- $80,000.