Senior Investment Advisor; Series

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.

• 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

• 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

• 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

• 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.