Wealth Advisor - High-Net-Worth Growth & Bonuses

Adams, Inc.; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation including bonuses

Long-term career growth

Collaborative team environment

Job summary

A respected financial institution in the Greater Grand Forks area is seeking a Financial Advisor to join its established wealth team. This role offers the chance to build a profitable book of business supported by strong internal referrals and a loyal client base. Candidates should possess Series 7 & 66 licenses and a proven track record with high-net-worth clients. Join a collaborative culture that emphasizes career growth and competitive compensation, including bonuses.

Qualifications

• Proven record of success working with high-net-worth individuals.
• Experience in building and managing a profitable book of business.
• Strong abilities in client relationship development.

Responsibilities

• Build and grow a profitable book of business.
• Provide financial advice and investment strategies to clients.
• Collaborate with internal teams for referrals and support.

Skills

Strong interpersonal skills

Client relationship management

Financial planning expertise

Education

Series 7 & 66 licenses

State life/health licensing

Job description

TRND69773 – Financial Advisor – Greater Grand Forks market
Strong referrals, high-net-worth clients, and a collaborative team – kind of like the advisor trifecta. A respected and growth-focused financial institution in the Greater Grand Forks area is seeking a Financial Advisor to join its established wealth team. This is an opportunity to build and grow a profitable book of business with strong internal referral support, a loyal client base, and access to affluent markets. The ideal candidate brings Series 7 %26 66, state life/health licensing, and a proven record of success working with high-net-worth relationships. This role comes with a collaborative culture, competitive compensation (including bonuses), and long-term career growth. If you’re ready to bring your expertise to an organization that’s just as invested in you as you are in your clients, contact Deanna Jackson at [phone] or [e-mail] to explore the next step in your career.