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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Role Summary

Confidential Client is hiring an entry-level Financial Advisor based in Fargo, ND (remote after training and licensing). This role focuses on building client relationships, financial planning, and growing a book of business. Note: the client can only consider applicants who currently reside in Minnesota (MN), North Dakota (ND), West Wisconsin, North Iowa, or South Dakota (SD). Candidates must be legally authorized to work in the United States.

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Responsibilities

• Seek, identify, and develop strong relationships with new and existing clients as a trusted financial advisor
• Provide strategic recommendations for products, investment options, and planning strategies to help clients meet financial goals
• Create customized financial plans tailored to each client’s life stage and financial situation
• Analyze cash flow, income, assets, liabilities, and overall financial health to recommend appropriate wealth-management solutions
• Participate in ongoing training and collaborate with senior advisors and team members

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What You’ll Do

• Build a local and national client base through networking and referrals
• Assess client needs and deliver personalized financial plans
• Use modern tools and CRM systems to manage client accounts and communications
• Receive mentorship and hands-on training from experienced advisors
• Grow professionally toward a fully licensed advising role (remote work possible after licensing)

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Qualifications

• Bachelor’s degree in business administration, finance, or a related field required
• Strong numerical, communication, and relationship-building skills
• Basic knowledge of Microsoft Office, Google Suite, CRM systems, and/or financial planning software
• Interest in financial products and a career in wealth management
• FINRA Series 7 and 63/66 licenses are a plus but not required at hire

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Preferred Attributes

• Self-starter with a strong work ethic and desire to learn
• Passionate about helping clients and delivering excellent service
• Comfortable prospecting and engaging in sales conversations
• Accepts feedback and thrives under mentorship
• Interested in a flexible, growth-oriented career path

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Compensation & Location

• First-year average compensation: $80,000 – $105,000 (based on typical first-year results)
• Estimated annual figure shown on some sources: ~$56,684 (varies by production)
• Employment type: Full-time
• Location: Fargo, ND (role supports remote work after training/licensing). Hiring restricted to residents of MN, ND, West Wisconsin, North Iowa, and SD — applicants must be U.S. work-authorized.

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About Confidential Client

Confidential Client is a longstanding financial services organization in the Midwest focused on client-centered financial planning and advisor development. They provide training, mentorship, and tools to help new advisors build sustainable practices while delivering measurable value to clients.

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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.