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Financial Advisor Sales Executive

3 months ago

Fargo, United States Collins and Krank Full time

Company Description

Collins and Krank is a boutique financial services practice in downtown Fargo, ND, offering personalized financial planning solutions to individuals, families, and institutions. With a focus on understanding each client's unique circumstances, we deliver tailored investment strategies and exceptional service. Specializing in advice, wealth management, and planning for successful entrepreneurs and their families, we provide a comprehensive approach to financial well-being.


Have you got what it takes to succeed in a highly competitive and rewarding profession advising people on investments and financial matters? Are you fun, honest and caring? COLLINS AND KRANK, an award-winning, elite financial team in Fargo is hiring an executive to be part of their advisory team. Salary and Incentive Compensation Plan for unlimited upside. Benefits package including medical, dental, vision, 401k and Profit Sharing and more, along with industry leading training await an individual with excellent people skills. If you can talk to strangers and ask them for money, speak to large groups, and are smart enough to understand the intricacies of the capital markets , then we want to meet with you.


Role Description

This is a full-time, on-site role for a Financial Advisor Sales Executive at Collins and Krank in Fargo, ND. The Advisor will be responsible for offering personalized financial planning and investment solutions to clients, focusing on financial planning, retirement planning, and investment strategies. The candidate will work closely with clients to understand their financial goals and provide tailored recommendations to help them achieve financial success. The advisor will work with existing clients as well networking to bring new clients to the firm. This is not a commission sales role. It is salary based with strong incentives at both the team and personal levels.


Preferred Qualifications

  • Strong people skills
  • Financial Planning and Finance skills or willingness to learn
  • Knowledge of Investments and Financial Advisory or willingness to learn
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Experience in the financial services industry
  • Bachelor's degree


Apply in the manner that you think will make you stand out and show your enthusiasm for the opportunity.