Wealth Advisor: High-Net-Worth Growth & Bonuses

Adams, Inc.; Grand Forks (ND); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Performance bonuses

Job summary

Adams, Inc. in Greater Grand Forks is seeking a Financial Advisor to join its established wealth team and build a profitable book of business serving high-net-worth clients in the greater market.

The ideal candidate will hold Series 7 & 66 and state life/health licenses, with a track record of success and referrals, and will benefit from a collaborative culture and competitive compensation including bonuses.

Qualifications

• Experience building and growing a profitable book of business.
• Strong internal referral support and loyal client base.
• Access to affluent markets.
• Knowledge of high-net-worth client needs.

Responsibilities

• Join established wealth team in Greater Grand Forks.
• Build and grow a profitable book of business.
• Provide financial advisory services to high-net-worth clients.
• Leverage internal referrals to grow the client base.

Skills

High-net-worth client relationships

Education

Series 7 & 66 licenses

State life/health licensing

Job description

Adams, Inc. in Greater Grand Forks is seeking a Financial Advisor to join its established wealth team and build a profitable book of business serving high-net-worth clients in the greater market.

The ideal candidate will hold Series 7 & 66 and state life/health licenses, with a track record of success and referrals, and will benefit from a collaborative culture and competitive compensation including bonuses.