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Express Employment Professionals Defunct

Financial Advisor $50K-$70K based on experience

fargo, ND

Check who can apply and the requirements below before continuing.

About this opportunity

Express Employment Professionals Defunct lists this Financial Advisor $50K-$70K based on experience opportunity in fargo, North Dakota. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Job Full Description

Financial Advisor - $50K-$70K

Job Type: Full-Time

Schedule: Monday-Friday, 8:00 AM-5:00 PM

Work Arrangement: Hybrid

Position Overview

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.

Key Responsibilities

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.

Qualifications

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.

Compensation & Benefits

Health insurance

401(k) retirement plan

Paid time off (PTO)

Paid holidays

Hybrid work environment

Ideal Candidate

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 or e-mail your resume directly to

Fargo, ND

1537

th Avenue

Suite R-1

Fargo, ND 58102

Worksite address

fargo, ND, 58126, US

Who can apply

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