Financial Advisor

Adams, Inc.; Grand Forks (ND); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance bonuses

Descripción de la vacante

Adams, Inc. in Greater Grand Forks is seeking a Financial Advisor to join its established wealth team and build a profitable book of business serving high-net-worth clients in the greater market.

The ideal candidate will hold Series 7 & 66 and state life/health licenses, with a track record of success and referrals, and will benefit from a collaborative culture and competitive compensation including bonuses.

Formación

• Experience building and growing a profitable book of business.
• Strong internal referral support and loyal client base.
• Access to affluent markets.
• Knowledge of high-net-worth client needs.

Responsabilidades

• Join established wealth team in Greater Grand Forks.
• Build and grow a profitable book of business.
• Provide financial advisory services to high-net-worth clients.
• Leverage internal referrals to grow the client base.

Conocimientos

High-net-worth client relationships

Educación

Series 7 & 66 licenses

State life/health licensing

Descripción del empleo

TRND69773 – Financial Advisor – Greater Grand Forks market

Strong referrals, high-net-worth clients, and a collaborative team – kind of like the advisor trifecta. A respected and growth-focused financial institution in the Greater Grand Forks area is seeking a Financial Advisor to join its established wealth team. This is an opportunity to build and grow a profitable book of business with strong internal referral support, a loyal client base, and access to affluent markets. The ideal candidate brings Series 7 %26 66, state life/health licensing, and a proven record of success working with high-net-worth relationships. This role comes with a collaborative culture, competitive compensation (including bonuses), and long-term career growth.