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Senior Investment Advisor(Series 65)
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
3+ years of financial services or wealth management experience
Series 65 license (or ability to obtain upon hire)
Existing book of business preferred
Strong relationship management and business development skills
Professional, growth-oriented mindset with a passion for helping clients
Why Advisors Are Excited About This Opportunity
Access to an established client base of 700+ individuals and businesses
Warm referral opportunities through trusted tax and accounting relationships
Opportunity to grow your practice without starting from scratch
Collaborative team environment integrating tax planning and wealth management
Modern technology and operational support designed to help you scale
Compensation & Benefits
Uncapped performance-based compensation with strong six-figure earning potential
100% paid medical, dental, and vision premiums for employees and qualifying dependents
4% company 401(k) match
Over 10 days of paid time off annually
At Wealth Plus of the Dakotas, we are building more than an advisory business, we are building long-term client relationships and a firm where talented professionals can grow their careers and make a meaningful impact.
Apply today to learn more about joining Wealth Plus of the Dakotas.