Licensed Financial Advisor & TV Show 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

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