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 position is based in Bismarck, ND. Due to licensing and operational requirements, we can only consider candidates who currently reside in one of the following regions: Minnesota (MN), North Dakota (ND), western Wisconsin, northern Iowa, or South Dakota (SD). Remote work is possible after training and required licensing; there are no long‑term territory restrictions and advisors can serve clients nationwide once fully onboarded.

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Compensation

• First‑year average: $80,000 – $105,000 (reported first‑year average)
• Estimated annual (advertised): ~$51,104 (market estimate shown on source listing)
• Pay structure and additional incentives will be discussed during interview and dependent on experience, licensing, and performance.

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Responsibilities

• Build trusted relationships with new and existing clients to support long‑term financial goals
• Gather and analyze client financial information (cash flow, assets, liabilities, goals, retirement plans)
• Create customized financial plans and investment recommendations tailored to each client’s life stage
• Provide ongoing client coaching and support to help clients implement and follow their plans
• Grow your client base through networking, referrals, and community outreach
• Participate in training, licensing, and professional development programs

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What You’ll Do

• Learn to assess financial needs and develop personalized plans
• Receive ongoing mentorship and support from experienced advisors
• Use modern CRM, financial planning software, and other technology to manage accounts
• Serve clients in your region and, as you get licensed, nationwide
• Develop a book of business through networking, referrals, and direct outreach

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Qualifications

• Bachelor’s degree preferred (business administration, finance, or related field)
• Working knowledge of financial products and the financial services industry is important
• Strong quantitative aptitude, communication, and relationship‑building skills
• Experience with Microsoft Office/Excel, CRM systems, Google Suite, or financial planning software is desirable
• FINRA Series 7 and 63/66 licenses are a plus but not required (support available for licensing)
• Self‑starter mentality, coachable, and committed to client service

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What We’re Looking For

• Passion for helping others and delivering excellent client service
• Comfortable conversing with individuals and building long‑term relationships
• Willingness to learn, accept feedback, and grow professionally
• Interest in a flexible career path with development and income growth potential

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About Confidential Client

Confidential Client is a financial services firm with a long history serving clients in the Midwest. They focus on empowering advisors and clients to achieve long‑term financial well‑being through education, personalized planning, and ongoing support. This role is an entry‑level advisory position with structured training and clear advancement opportunities.

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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.