Top 5 Financial advisor assistant Jobs in Fargo, Nd

Licensed Financial Advisor
Legacy Wealth Management —Fargo, ND
- $65,000 - $100,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
11d
Financial Controller
Steffes Group, Inc. —Fargo, ND
- Full-time
- CPA
- Office
- Master's degree
- Health savings account
- Disability insurance
Quick Apply
7d
Sales Assistant
Colliers International —Fargo, ND
- $31.25 - $36.06 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Disability insurance
- Health insurance

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Financial Controller
Steffes Group, Inc. —Fargo, ND
Build, mentor, and develop a high-performing accounting team through coaching, performance management, career development, and succession planning.
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financial advisor assistant jobs near fargo, nd

Licensed Financial Advisor

Legacy Wealth Management
Fargo, ND

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Job Details

Permanent | Full-time
$65,000 - $100,000 a year
11 days ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Teamwork
Interpersonal skills
Customer service
Series 7
FINRA License

Full 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

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Are you a licensed financial advisor ready to elevate your career BEYOND the traditional office setting?

Legacy Wealth Management in Fargo, ND is looking for a dynamic, client-focused Financial Advisor who is not only passionate about helping individuals and families build their financial futures—but also excited to join a winner of Forbes Magazine’s “Best-In-State Financial Advisor” team!

This unique opportunity combines financial advising with on-air media exposure through our weekly “Investment Talk” TV & Radio shows, where you’ll serve as a trusted voice in finance across the region.

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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!

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Ready to Be More Than Just an Advisor?

If you’re looking for a career where you can educate, advise, and inspire—both in the office AND on the airwaves—this is your moment!

Don’t delay…apply NOW and become a trusted member of the Legacy Wealth team. Please send your resume along with a brief cover letter to Office Administrator Heather Hughes at [email protected]. Or by mail at 3409 45th St S, Ste. 104, Fargo, ND 58104.

Job Types: Full-time, Permanent

Pay: $65,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Compensation Package:

Bonus opportunities
Profit sharing

Application Question(s):

Do you have at least two years of experience in financial services?
Are you fully licensed or working on becoming fully licensed/certified?
Do you have any TV or Radio experience? (Not required, but is a plus)

Work Location: In person

Quick Apply

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financial advisor assistant jobs in fargo, nd

Licensed Financial Advisor

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