Senior Investment Advisor(Series 65)
Premier Tax Advising & Bookkeeping
Job Description
Job Description
Senior Investment Advisor (Series 65)
?? Bismarck, North Dakota
?? Full-Time | Growth Opportunity
Are you a financial advisor tired of cold calling and wearing too many hats? Looking for a career opportunity where qualified client relationships already exist?
Wealth Plus of the Dakotas , a growing Registered Investment Advisory firm, is seeking a Senior Investment Advisor to help expand our investment and financial planning services within our established tax, accounting, and payroll firm serving Tax and accounting 700+ active clients .
This is a rare opportunity to build a long-term advisory practice inside a respected professional tax and accounting firm with built-in referral opportunities and a collaborative, technology-driven environment.
What You’ll Do
Partner with tax and accounting professionals to onboard clients needing investment and retirement planning services
Develop trusted client relationships and provide personalized financial guidance
Educate clients on the Wealth Plus investment philosophy and comprehensive planning approach
Align portfolio strategies with client goals and risk tolerance
Oversee onboarding and asset transfer processes
Help grow assets through referrals and relationship development
Collaborate with internal teams to deliver an exceptional client experience
What We’re Looking For
Vacancy posted 9 days ago
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