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Located in Fargo, ND
Job Type: Full-TimeSchedule: Monday–Friday, 8:00 AM–5:00 PMWork Arrangement: Hybrid
This company is seeking a motivated and client-focused Financial Advisor to join their growing financial services team. The ideal candidate will help clients develop financial strategies, manage investment goals, and make informed decisions regarding their financial future.
Meet with clients to understand their financial goals and needs.
Develop personalized financial plans and recommendations.
Review investment portfolios and provide ongoing guidance.
Educate clients on retirement, investment, and wealth-management strategies.
Build and maintain strong, long-term client relationships.
Monitor client accounts and recommend adjustments when appropriate.
Maintain accurate client records and follow company compliance procedures.
Participate in team meetings, training, and professional development.
Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
Financial services or client-facing experience preferred.
Strong communication and interpersonal skills.
Excellent organizational and analytical abilities.
Ability to explain financial concepts clearly to clients.
Professional, dependable, and detail oriented.
Relevant securities or financial licenses are a plus.
Health insurance
401(k) retirement plan
Paid time off (PTO)
Paid holidays
Hybrid work environment
The ideal candidate is personable, organized, financially knowledgeable, and comfortable building trusted relationships with clients. This position offers an opportunity to grow within a professional financial-services environment while maintaining a consistent Monday–Friday schedule.
To apply call Express Employment Professionals of Fargo, ND at (701)297-8800 or e-mail your resume directly to erica.arvidson@expresspros.com.
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