Private Wealth Associate — Hybrid/Remote Growth Path

Dynamics ATS; Fargo (ND); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) profit sharing

Health benefits

Tech workstation provided

Time-off policy (results-based)

Professional development & licensing

Job summary

Fiat Wealth Management in Fargo, ND, is seeking an Associate Private Wealth Manager to support established advisors and Fiat-generated opportunities, then build a growing client book. The role blends financial planning, client service, prospect meetings, and business development.

You will collaborate with Leads and Fiat teams, aim for licensing milestones, and advance along a defined career path with coaching, training, and lead-generation support.

Qualifications

• 0–5 years of experience in financial services or related client-facing role.
• Series 65 license or ability to obtain within Fiat's required timeframe.
• Bachelor's degree in finance, economics, business, or related field preferred.
• Interest in pursuing the CFP designation or similar credential.
• Strong communication, presentation, and relationship-building skills.
• Ability to explain financial concepts clearly and confidently.
• High degree of professionalism, integrity, discretion, and confidentiality.
• Coachable and growth-oriented, with willingness to take feedback and keep learning.

Responsibilities

• Serve as primary contact for an assigned and growing group of client households.
• Partner with senior advisors on comprehensive annual reviews and investments.
• Grow new assets and revenue toward development plan.
• Lead prospect meetings and follow-up with clear recommendations.
• Help run Fiat-sponsored workshops and educational events.
• Deliver timely, accurate, and proactive client service.
• Keep CRM records complete and send timely meeting recaps.
• Collaborate with Client Service, Paraplanning, Tax, Insurance, PPC, investment, and leadership teams.

Skills

Client relationships

Financial planning

Communication

Organization

Growth mindset

Education

Bachelor's degree in finance

Series 65 license

CFP designation pursuit

Tools

CRM software

Job description

Fiat Wealth Management in Fargo, ND, is seeking an Associate Private Wealth Manager to support established advisors and Fiat-generated opportunities, then build a growing client book. The role blends financial planning, client service, prospect meetings, and business development.

You will collaborate with Leads and Fiat teams, aim for licensing milestones, and advance along a defined career path with coaching, training, and lead-generation support.