Senior Wealth Advisor

Fiat Wealth Management | Fargo, ND | Full-Time, Remote/Hybrid

Experience level: 5+ years

At Fiat Wealth Management, we help families turn a lifetime of saving into a retirement they can enjoy with confidence. We're looking for an experienced advisor who shares that conviction and wants to lead.

Fiat is an SEC-registered investment advisor (RIA) based in Wayzata, with a second office in St. Cloud, serving 500+ families across 35+ states. Our name reflects what drives every client relationship: trust. We earn it by pulling back the curtain on how wealth management works and giving clients clarity at every stage of life.

• A full team behind you. In-house Client Service, Paraplanning, Insurance, and investment teams, plus Fiat Tax, so you can focus on clients and growth instead of paperwork.
• Opportunities brought to you. No cold calling. Fiat generates every lead, so your energy goes into meeting families and earning their trust.
• A seat at the table. Lead advisors help shape firm strategy, service standards, and the development of Fiat's next generation of advisors.
• Rewards that match your results. Production-based pay with no ceiling, team incentives, a profit-sharing 401(k), and a results-based time-off policy.

The Lead Private Wealth Manager owns and grows a substantial book of high-value client relationships while helping develop Fiat's next generation of advisors. This is a senior role for a proven advisor who drives growth, sets the standard for service, and mentors Associate Private Wealth Managers.

The Lead serves as the primary relationship manager for complex client households. They work closely with Fiat's Client Service, Paraplanning, Tax, Insurance, investment, and leadership teams, and help shape how the firm serves clients.

• Client Relationships & Planning: Serve as trusted advisor and primary relationship manager for a large book of complex, high-net-worth households. Lead comprehensive annual reviews and advanced planning across investments, retirement income, cash flow, tax, insurance, estate planning, business succession, beneficiaries, and legacy goals.
• Business Development: Drive significant new asset and revenue growth through referrals, professional networks, centers of influence, and personal prospecting, alongside Fiat-generated opportunities. Maintain strong client retention across the book.
• Prospect Conversion: Lead high-value prospect meetings using Fiat's discovery, planning, and sales process. Model the process for Associates and help refine it over time.
• Marketing &
  
  Education:
  
  Present Fiat educational workshops, webinars, and referral events. Represent Fiat in media opportunities and build strategic partnerships with CPAs, attorneys, and other professionals.
• Team Leadership & Mentorship: Mentor and coach Associate Private Wealth Managers through joint meetings, case reviews, and regular feedback. Delegate client work appropriately and stay accountable for the full client experience.
• Client Service: Set the standard for timely, accurate, and proactive service. Ensure client communications are answered within one business day and requests are handled within service standards across the team.
• Documentation & Execution: Prepare thoroughly for meetings, keep CRM documentation complete, assign and monitor follow-up tasks, and provide timely recaps with clear owners and next steps.
• Collaboration & Firm Leadership: Work across Client Service, Paraplanning, Tax, Insurance, PPC, investment, and leadership teams. Contribute to firm strategy, service standards, and advisor training while upholding all compliance and confidentiality standards.

Lead Private Wealth Managers are accountable for growth, service…