Senior Investment Advisor (Series 65)
Employment type
Full-time
Work setting
On-site
Location
Bismarck, ND
Schedule
Day shift
Posted
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Job overview
The Senior Investment Advisor (Series 65) is an onsite position located in Bismarck, ND. Compensation is not specified, and this role supports Wealth Plus of the Dakotas within a professional tax and accounting firm. This role exists to expand investment and financial planning services for an established client base of over 700 individuals. The advisor contributes to the firm's goals by developing trusted client relationships, providing personalized financial guidance, and aligning portfolio strategies with client goals and risk tolerance.
What we're looking for
- Skills & competencies
- full-timeday shiftbismarck ndwealth plusinvestment advisorseries 65financial planningretirement planningclient relationsonsiteweekend required
- Work arrangement
- Weekend coverage required
About the employer
Premier Tax Advising & Bookkeeping is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 753c7f8f-d3e9-428d-ad54-25c01a647c61