Financial Advisor

Legacy Wealth Management; Moorhead (MN); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Media exposure

Marketing support

AI-enabled planning tools

Job summary

Legacy Wealth Management in Fargo, ND is seeking a dynamic Financial Advisor who blends financial planning expertise with media visibility on our Investment Talk shows. You’ll provide tailored wealth advice to individuals and business owners while building trusted client relationships and collaborating with a marketing and support team.

Join a team that values proactive guidance, ethical standards, and a regional footprint through on-air and in-office client engagement.

Qualifications

• Active FINRA Series 7 license (or willingness to obtain).
• Series 65 or 66 preferred (or willingness to obtain). Insurance license also preferred but not required.
• Strong communication and presentation skills.
• Entrepreneurial mindset and ability to work independently with high ethical standards.
• 2-5 years’ experience in financial planning, retirement strategies, or investment management.

Responsibilities

• Deliver exceptional financial advice and wealth strategies to individuals, families, and business owners.
• Join our weekly media shows to educate the public on investing topics and retirement planning.
• Build lasting relationships with clients based on trust and transparency, with excellent service.
• Collaborate with a high-performance team of advisors, assistants, and marketing staff.
• Stay ahead of market developments and financial planning techniques.

Skills

Series 7 license

Series 65/66 licenses

Strong communication

Entrepreneurial mindset

Independent work ethic

Tools

CRM software

AI-enabled planning tools

Job description

Join Our Team at Legacy Wealth Management – Let Your Financial Expertise Grow!

Location: Fargo, North Dakota

Salary:Negotiable based on experience; Average starting salary: $65,000 - $80,000

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Are you a licensed financial advisor ready to elevate your career

BEYOND the traditional office setting?

Legacy Wealth Management in Fargo, ND is looking for a dynamic, client-focused Financial Advisor who is not only passionate about helping individuals and families build their financial futures—but also excited to join a winner of Forbes Magazine’s “Best-In-State Financial Advisor” team!

This unique opportunity combines financial advising with on-air media exposure through our weekly “Investment Talk” TV & Radio shows, where you’ll serve as a trusted voice in finance across the region.

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What You’ll Do:

• Deliver exceptional financial advice and customized wealth strategies to individuals, families, and business owners.
• Join other staff on our popular weekly “Investment Talk” TV and Radio shows, educating and engaging the public on investing topics, retirement planning, and current market trends.
• Build lasting relationships with clients based on trust, transparency, and excellent customer service.
• Collaborate with a high-performance team of advisors, assistants, and marketing staff.
• Stay ahead of the curve on market developments and financial planning techniques.

Why This Role Stands Out:

• Your Voice Will Be Heard: Literally! You will become a familiar face and trusted voice in the Red River Valley region’s financial conversation.
• You’re Not On Your Own: This is a complete TEAM effort at Legacy Wealth, and you will never have to make any cold calls to recruit clients!
• Strong Brand Backing: Join a longtime respected and local firm with a loyal client base and a “less Wall Street, more Main Street” focus.
• Tools For Success: Enjoy robust marketing support, the latest CRM and AI-enabled financial planning tools, and experienced administrative support.

What We’re Looking For:

• Active FINRA Series 7 license (or willingness to obtain)
• Series 65, 66 preferred (or willingness to obtain). Insurance license also preferred but not required.
• Strong communication and presentation skills
• Entrepreneurial mindset and ability to work independently with high ethical standards.
• 2-5 years’ experience in financial planning, retirement strategies, or investment management.

Why Legacy Wealth Management?

• We are a well-established, respected firm in the Fargo-Moorhead area of 16 years.
• Our media platforms offer incredible visibility and reach – positioning you as a local, recognizable financial authority.
• Access to top-tier investment platforms, financial assistant and marketing staff support.
• A collaborative, team-first environment with a modern approach to wealth management

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Ready to Be More Than Just an Advisor?

If you’re looking for a career where you can educate, advise, and inspire—both in the office AND on the airwaves—this is your moment!