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Senior Investment Advisor(Series 65)

Premier Tax Advising & Bookkeeping

Bismarck, ND

Posted/Updated: 8 days ago

Job Description

Senior Investment Advisor (Series 65)

?? Bismarck, North Dakota
?? Full-Time | Growth Opportunity

Are you a financial advisor tired of cold calling and wearing too many hats? Looking for a career opportunity where qualified client relationships already exist?

Wealth Plus of the Dakotas, a growing Registered Investment Advisory firm, is seeking a Senior Investment Advisor to help expand our investment and financial planning services within our established tax, accounting, and payroll firm serving Tax and accounting 700+ active clients.

This is a rare opportunity to build a long-term advisory practice inside a respected professional tax and accounting firm with built-in referral opportunities and a collaborative, technology-driven environment.

What You’ll Do

  • Partner with tax and accounting professionals to onboard clients needing investment and retirement planning services

  • Develop trusted client relationships and provide personalized financial guidance

  • Educate clients on the Wealth Plus investment philosophy and comprehensive planning approach

  • Align portfolio strategies with client goals and risk tolerance

  • Oversee onboarding and asset transfer processes

  • Help grow assets through referrals and relationship development

  • Collaborate with internal teams to deliver an exceptional client experience

What We’re Looking For

  • 3+ years of financial services or wealth management experience

  • Series 65 license (or ability to obtain upon hire)

  • Existing book of business preferred

  • Strong relationship management and business development skills

  • Professional, growth-oriented mindset with a passion for helping clients

Why Advisors Are Excited About This Opportunity

  • Access to an established client base of 700+ individuals and businesses

  • Warm referral opportunities through trusted tax and accounting relationships

  • Opportunity to grow your practice without starting from scratch

  • Collaborative team environment integrating tax planning and wealth management

  • Modern technology and operational support designed to help you scale

Compensation & Benefits

  • Uncapped performance-based compensation with strong six-figure earning potential

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents

  • 4% company 401(k) match

  • Over 10 days of paid time off annually

At Wealth Plus of the Dakotas, we are building more than an advisory business, we are building long-term client relationships and a firm where talented professionals can grow their careers and make a meaningful impact.

Apply today to learn more about joining Wealth Plus of the Dakotas.

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