Wealth Advisor (Financial Services)

Location: On-site at the Starion Bank branch in Bismarck, North Dakota, United States

Salary: $58,500–$70,000 per year, plus eligibility for sales incentive compensation

Company

hirify.global collaborates with banks to provide financial services and investment solutions for their clients through an employee advisor model.

What you will do

• Provide consultative, holistic financial advice to retail banking clients.
• Deliver diversified brokerage, advisory, investment, insurance, and financial planning solutions.
• Build and manage relationships with clients, branch managers, branch staff, and centers of influence.
• Support branch referral efforts and identify cross-selling opportunities for bank products and investment services.
• Solicit new and existing investment and insurance business while delivering a high-quality client experience.
• Meet or exceed territory sales goals while complying with broker-dealer, regulatory, and institutional requirements.

Requirements

• High school diploma or equivalent; a bachelor's degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable life insurance license, Series 7 registration, and Series 63 registration where required.
• Active Series 65 or 66 registration where required; missing required registration must be obtained within the first six months of hire.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.
• Strong communication, organization, research, analysis, customer service, and independent working skills.

Nice to have

• Evidence of strong investment-client sales results.
• Knowledge of client and partner needs in the bank-based investment market.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Client-focused, team-oriented environment.
• Fast-paced work setting emphasizing creativity and continuous improvement.
• Opportunity to work closely with retail branch teams and support their referral efforts.
• Sales incentive compensation eligibility in addition to the stated salary range.