Financial Advisor & TV Show Co-Host

Undisclosed; Fargo (ND); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life

401(k)

HSA

Flexible Scheduling

PTO

Job summary

Legacy Wealth Management in Fargo, North Dakota, is seeking a Licensed Financial Advisor & TV Show Co-Host to deliver tailored wealth strategies to diverse clients. The role combines advisory duties with hosting responsibilities on our weekly Investment Talk show, providing education on investing, retirement planning, and market trends.

The position offers a collaborative, team-first environment with strong brand backing and marketing support, plus a modern wealth-management approach and

Qualifications

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

Responsibilities

• Deliver exceptional financial advice and customized wealth strategies to individuals, families, and business owners.
• Join other staff on our weekly investments show educating the public on investing topics, retirement planning, and market trends.
• Build lasting client relationships based on trust, transparency, and service excellence.
• Collaborate with a high-performance team of advisors, assistants, and marketing staff.
• Stay ahead of market developments and financial planning techniques.

Skills

Communication skills

Presentation skills

Entrepreneurial mindset

Tools

CRM

AI-enabled planning tools

Job description

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

Position:

Licensed Financial Advisor & TV Show Co-Host

Location:

Fargo, North Dakota

Type:

Full-Time, Salaried

Salary:

Negotiable based on experience; Average starting salary: $65,000 - $100,000

Benefits:

Medical, Dental, Vision, Life, 401(k), HSA, Flexible Scheduling, PTO

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


• NO cold-calling!

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!

Salary/Compensation:

$65,000 - $100,000 per year