Certified Financial Planner

Certified Financial Planner

Thoreson Steffes Trust Company

Fargo, ND

Full-Time

ABOUT THORESON STEFFES TRUST COMPANY

Thoreson Steffes Trust Company is an independently owned, state-chartered trust firm headquartered in Fargo, North Dakota. Founded on the belief that exceptional wealth and fiduciary services begin with a trusted conversation, the firm serves a select group of individuals and families across the nation.

With more than half a billion dollars in assets under management, Thoreson Steffes delivers a full suite of services, including investment management, trust administration, wealth transfer and retirement planning, fiduciary services, and farm asset management. The firm is known for its high-touch, relationship-driven service model and its ability to navigate complex financial and legacy matters with clarity and care.

Thoreson Steffes is built on personal connection, professional rigor, and a clear-eyed focus on helping clients protect and grow their wealth across generations.

ABOUT THE POSITION & SCOPE

The Certified Financial Planner (CFP) will partner with individuals, families, and business owners to design comprehensive financial plans, offer personalized financial advice, and help clients pursue their long-term financial goals. This role is ideal for someone who is highly motivated, client-focused, combines strong technical knowledge with excellent interpersonal skills, and a passion for helping others achieve financial security and independence. 

KEY RESPONSIBILITIES TO ACHIEVE SUCCESS

The Key Accountabilities for the position include but are not limited to the following:

Client Discovery & Relationship Management

• Build and maintain strong relationships with clients based on trust, transparency, and integrity.
• Conduct in-depth discovery meetings to understand client goals, risk tolerance, and financial circumstances.
• Serve as the primary point of contact for clients, providing ongoing support and clear communication.

Financial Plan Design & Implementation

• Develop comprehensive financial plans, including investment strategy, retirement planning, tax efficiency, and estate planning.
• Present recommendations in a way that is clear and actionable, empowering clients to make informed decisions.
• Oversee implementation of agreed-upon strategies, coordinating with internal teams and outside professionals when needed.

Monitoring & Adjustments

• Regularly review client plans to ensure progress toward goals.
• Adjust strategies based on market conditions, tax law changes, and evolving client needs.
• Provide performance updates, reporting, and ongoing education to clients.

Compliance & Professional Standards

• Adhere to fiduciary duty and maintain compliance with regulatory requirements and firm policies.
• Maintain accurate documentation of client interactions and plan recommendations.
• Stay current with financial planning best practices, tax laws, and industry developments.

Collaboration & Business Development

• Partner with other advisors, CPAs, attorneys, and insurance professionals to deliver holistic client solutions.
• Participate in client education events, seminars, or webinars to strengthen relationships and attract new clients.
• Contribute to the firm’s growth through referrals, networking, and thought leadership.

REQUIREMENTS OF THE POSITION

The ideal candidate for the position will match as many of the qualifications as possible listed in the bullets below:

•  Certified Financial Planner™ (CFP®) designation required.
•         At least five (5) experience in financial planning, wealth management, or a similar role.
•         Strong understanding of investment products, retirement plans, tax planning, insurance products, and estate planning.
•         Excellent communication, negotiation, and people skills.
•         Highly skilled at analysis, identifying opportunities, and solving problems.
•     Exceptional energy, work ethic, and work capacity.
•         Strong leadership, highly motivated, self-starting, and strong organizational skills.
•         Ability to thrive both independently and collaboratively in a team-oriented environment.

THE SEARCH

Sagency, an executive search and leadership consulting firm, has been retained for this Certified Financial Planner search.  

Sagency consultants will review and evaluate all interested parties to help the hiring team review a final group for consideration.

The search will be conducted in a professional manner and all potential candidates will be given consideration. Candidate conversations and information will be handled with great discretion and confidentiality. Sagency and Thoreson Steffes Trust Company are equal-opportunity employers.

If, after reviewing this Opportunity Profile, you believe your experience, capabilities, and passion align with the mission of the organization and the requirements of this role, we welcome your interest. The application and selection process will proceed as follows:

Step 1: Submit Your Application

Complete the online application and upload your resume.

Applications will be accepted on a rolling basis until the position is filled.

Step 2: Interview with Sagency                                                                                  

Qualified candidates may first be contacted for a brief phone conversation, followed by a 60-minute video interview with a Sagency Executive Search Consultant.

Step 3: Client Interviews                                                                                         

Top candidates will be invited to participate in the first round of interviews with the client organization.

Thank you for your time and your interest in this role.