Wealth & Retirement Investment Advisor

American Federal Banker; Fargo (ND); On-site; USD 75,000 - 100,000; Full time

Job summary

American Federal invites experienced financial professionals to join its Fargo, ND office as a Financial Advisor. You will act as a consultant delivering comprehensive financial planning, investments, and retirement solutions, building your own client portfolio with discretion and independence.

Responsibilities include advising on complex investment strategies, estate planning, and asset protection while meeting sales targets through the American Federal process.

Qualifications

• College degree in Business, Banking, Finance or related field.
• 3–5+ years in the securities industry.
• Investment Advisor Representative registration in the state of practice; Series 7 & 66 in MN; Series 7 & 66 in ND.

Responsibilities

• Provide expert investment advice and solutions to individuals and small businesses.
• Develop and manage a profitable client portfolio.
• Engage clients at their place of business or home when needed.
• Build trust and long-term relationships to achieve sales targets.
• Use the American Federal Preferred Way of Selling to manage opportunities.

Skills

High-net-worth client relationships

Financial advisory

Independent work

Sales pipeline management

Education

College degree in Business, Banking, Finance or related field

Job description

American Federal invites experienced financial professionals to join its Fargo, ND office as a Financial Advisor. You will act as a consultant delivering comprehensive financial planning, investments, and retirement solutions, building your own client portfolio with discretion and independence.

Responsibilities include advising on complex investment strategies, estate planning, and asset protection while meeting sales targets through the American Federal process.