Financial Advisor

American Federal Banker; Fargo (ND); On-site; USD 75,000 - 100,000; Full time

Job summary

American Federal invites experienced financial professionals to join its Fargo, ND office as a Financial Advisor. You will act as a consultant delivering comprehensive financial planning, investments, and retirement solutions, building your own client portfolio with discretion and independence.

Responsibilities include advising on complex investment strategies, estate planning, and asset protection while meeting sales targets through the American Federal process.

Qualifications

• College degree in Business, Banking, Finance or related field.
• 3–5+ years in the securities industry.
• Investment Advisor Representative registration in the state of practice; Series 7 & 66 in MN; Series 7 & 66 in ND.

Responsibilities

• Provide expert investment advice and solutions to individuals and small businesses.
• Develop and manage a profitable client portfolio.
• Engage clients at their place of business or home when needed.
• Build trust and long-term relationships to achieve sales targets.
• Use the American Federal Preferred Way of Selling to manage opportunities.

Skills

High-net-worth client relationships

Financial advisory

Independent work

Sales pipeline management

Education

College degree in Business, Banking, Finance or related field

Job description

Financial Advisor# Financial AdvisorHot JobFargo South - Fargo, ND 58103## Description***Start a challenging and rewarding career with American Federal, a financially strong, employee-owned community bank offering top-tier benefits, paid time off, an exciting work environment, and more!*****POSITION OVERVIEW**Responsible for developing, managing and growing a profitable business practice. Acts as financial advisor and consultant to individuals and small business, developing comprehensive financial planning solutions and delivering specialized expertise in investments, while exercising discretion and independent judgment, free from direct supervision. Work independently to build own portfolio, targeting high Value-Added prospects often with need for complex, sophisticated and customized investment solutions. Competent in all areas of financial and retirement concepts and planning, including investment products, services and delivery systems, operational procedures. Willing and able to engage outside the bank at the client’s place of business or home.**ESSENTIAL ROLES & RESPONSIBILITIES*** Provide expert advice in investments by developing the best solutions to help clients reach their goals* Provide solutions for a comprehensive investment offering, including financial and retirement education, asset protection, and estate planning* Using the American Federal Preferred Way of Selling, develop strategies, execute activities and measure results through the Sales Pipeline, Sales Management and Client Management Systems* Build, grow and manage a profitable portfolio and service client relationships to achieve top performing Personal Profit Statement results* Develop trust and build loyal, long-term, personal relationships with clients**ESSENTIAL SKILLS & QUALIFICATIONS*** Experience building profitable relationships with high-net-worth clients* College degree in Business, Banking, Finance or a related field* Three to five or more years in the securities industry* Investment Advisor Representative registration in the Financial Advisor’s state of practice + In Minnesota: Series 7 & 66 + In North Dakota: Series 7 & 66* State Life and Health Insurance licensing in the Financial Advisor’s state of practice* Ability to obtain appointment from LPL**COMPENSATION*** *Compensation varies depending on experience, education, portfolio size, and other factors** This is a commissioned position with expected annual earnings of $75,000 - $100,000+*For a full position description, please contact [e-mail]*## Qualifications**Member FDIC** **Equal Opportunity/Affirmative Action Employer** **Including Protected Veterans and Individuals with Disabilities**Come work for an industry-leading financial services provider that invests in its employees and discover the employee-owned difference. **Apply today!**