What are the responsibilities and job description for the Financial Advisor position at Legacy Wealth Management?
Join Our Team at Legacy Wealth Management – Let Your Financial Expertise Grow!
Position: Licensed Financial Advisor
Location: Fargo, North Dakota
Type: Full-Time, Salaried
Salary: Negotiable based on experience; Average starting salary: $65,000 - $80,000
Benefits: Medical, Dental, Vision, Life, 401(k), HSA, Flexible Scheduling, PTO
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Are you a licensed financial advisor ready to elevate your career
BEYOND the traditional office setting?
Legacy Wealth Management in Fargo, ND is looking for a dynamic, client-focused Financial Advisor who is not only passionate about helping individuals and families build their financial futures—but also excited to join a winner of Forbes Magazine’s “Best-In-State Financial Advisor” team!
This unique opportunity combines financial advising with on-air media exposure through our weekly “Investment Talk” TV & Radio shows, where you’ll serve as a trusted voice in finance across the region.
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What You’ll Do:
· Deliver exceptional financial advice and customized wealth strategies to individuals, families, and business owners.
· Join other staff on our popular weekly “Investment Talk” TV and Radio shows, educating and engaging the public on investing topics, retirement planning, and current market trends.
· Build lasting relationships with clients based on trust, transparency, and excellent customer service.
· Collaborate with a high-performance team of advisors, assistants, and marketing staff.
· Stay ahead of the curve on market developments and financial planning techniques.
Why This Role Stands Out:
· Your Voice Will Be Heard: Literally! You will become a familiar face and trusted voice in the Red River Valley region’s financial conversation.
· You’re Not On Your Own: This is a complete TEAM effort at Legacy Wealth, and you will never have to make any cold calls to recruit clients!
· Strong Brand Backing: Join a longtime respected and local firm with a loyal client base and a “less Wall Street, more Main Street” focus.
· Tools For Success: Enjoy robust marketing support, the latest CRM and AI-enabled financial planning tools, and experienced administrative support.
What We’re Looking For:
· Active FINRA Series 7 license (or willingness to obtain)
· Series 65, 66 preferred (or willingness to obtain). Insurance license also preferred but not required.
· Strong communication and presentation skills
· Entrepreneurial mindset and ability to work independently with high ethical standards.
· 2-5 years’ experience in financial planning, retirement strategies, or investment management.
Why Legacy Wealth Management?
· We are a well-established, respected firm in the Fargo-Moorhead area of 16 years.
· Our media platforms offer incredible visibility and reach – positioning you as a local, recognizable financial authority.
· Access to top-tier investment platforms, financial assistant and marketing staff support.
· A collaborative, team-first environment with a modern approach to wealth management
· NO cold-calling!
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Ready to Be More Than Just an Advisor?
If you’re looking for a career where you can educate, advise, and inspire—both in the office AND on the airwaves—this is your moment!
Don’t delay…apply NOW and become a trusted member of the Legacy Wealth team. Please send your resume along with a brief cover letter to Office Administrator Heather Hughes at heather@legacywealthfargo.com. Or by mail at 3409 45th St S, Ste. 104, Fargo, ND 58104.
Salary : $65,000 - $80,000