Lead Private Wealth Manager – High‑Net-Worth Growth

Dynamics ATS; Fargo (ND); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Unlimited earning potential

401(k) with profit sharing

Health reimbursement benefits

Company-provided technology

Results-based time-off policy

Professional development & coaching

Firm-sponsored marketing & lead-gen

Dedicated support from Client Service

Job summary

Fiat Wealth Management in Fargo seeks a Lead Private Wealth Manager to own and grow a substantial high-net-worth client book. You will work across Client Service, Paraplanning, Tax, Insurance, and investment teams to deliver complex planning and exceptional service.

The role combines relationship leadership with business development, mentoring Associates, and shaping client strategy. Expect unlimited earning potential through production-based pay and firm incentives, with strong compliance and

Qualifications

• 5+ years as a financial advisor or wealth manager, with a proven record of gathering assets and retaining clients.
• Active Series 65 license required.
• CFP designation strongly preferred; CFA, ChFC, or CPA/PFS also valued.

Responsibilities

• Serve as trusted advisor and primary relationship manager for a large book of complex, high-net-worth households. Lead comprehensive annual reviews and advanced planning across investments, retirement income, cash flow, tax, insurance, estate planning, business succession, beneficiaries, and legacy goals.
• Drive significant new asset and revenue growth through referrals, professional networks, centers of influence, and personal prospecting, alongside Fiat-generated opportunities. Maintain strong client retention across the book.
• Lead high-value prospect meetings using Fiat's discovery, planning, and sales process. Model the process for Associates and help refine it over time.
• Present Fiat educational workshops, webinars, and referral events. Represent Fiat in media opportunities and build strategic partnerships with CPAs, attorneys, and other professionals.
• Mentor and coach Associate Private Wealth Managers through joint meetings, case reviews, and regular feedback. Delegate client work appropriately and stay accountable for the full client experience.
• Set the standard for timely, accurate, and proactive service. Ensure client communications are answered within one business day and requests are handled within service standards across the team.
• Prepare thoroughly for meetings, keep CRM documentation complete, assign and monitor follow-up tasks, and provide timely recaps with clear owners and next steps.
• Work across Client Service, Paraplanning, Tax, Insurance, PPC, investment, and leadership teams. Contribute to firm strategy, service standards, and advisor training while upholding all compliance and confidentiality standards.

Skills

Client relationships

Asset gathering

Mentoring

Communication

Education

Series 65 license

CFP designation preferred

CFA/ChFC/CPA/PFS valued

Job description

Fiat Wealth Management in Fargo seeks a Lead Private Wealth Manager to own and grow a substantial high-net-worth client book. You will work across Client Service, Paraplanning, Tax, Insurance, and investment teams to deliver complex planning and exceptional service.

The role combines relationship leadership with business development, mentoring Associates, and shaping client strategy. Expect unlimited earning potential through production-based pay and firm incentives, with strong compliance and