About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Location & Eligibility

This role is based in Fargo, ND. Note: the client can only consider candidates who currently reside in Minnesota (MN), North Dakota (ND), West Wisconsin, North Iowa, or South Dakota (SD). Remote work is available after successful completion of training and licensing. There are no territory restrictions for client service once licensed — advisors may serve clients nationwide.

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Compensation

• $80,000 – $105,000 First Year Average (as stated by the client)

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Responsibilities

• Support clients’ progress toward their financial goals through tailored product, plan, and investment recommendations
• Work directly with clients to compile financial profiles and financial plans based on income, goals, and life stage
• Customize and present financial plans covering retirement, investments, risk management, estate planning, debt management, and other wealth-management topics
• Pursue and develop new client relationships through networking, referrals, and local community engagement
• Participate in training, licensing, and ongoing professional development

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What You’ll Do

• Build relationships with clients in your community and beyond
• Assess financial needs and create customized financial strategies
• Receive mentorship and ongoing support from experienced advisors
• Use modern tools and CRM/financial planning software to manage accounts
• Grow a client base through referrals, networking, and proactive outreach

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Qualifications

• Bachelor’s degree in finance, business administration, or a related analytical field is required
• Strong communication and interpersonal skills; comfortable building long-term client relationships
• Solid quantitative ability and attention to detail
• Working knowledge of financial products and the financial services industry
• Computer proficiency — Microsoft Office, Google Suite, CRM systems, and financial planning tools preferred
• FINRA Series 7 and Series 63/66 preferred but not required

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What We’re Looking For

• A coachable self-starter with a strong work ethic and desire to learn
• Passion for helping clients and making a measurable impact
• Comfortable speaking with prospects and building trust-based relationships
• Open to feedback, mentorship, and a career path with flexibility and growth potential

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About Confidential Client

Confidential Client is a respected financial services agency with deep Midwestern roots and a history of supporting clients’ long-term financial success. They provide structured training, mentorship, and tools to help new advisors build a sustainable practice while delivering high-quality client outcomes.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.