Build Your Rewarding Career at Fortress Financial Group
Fortress Financial Group is a growing, fee-only RIA seeking a talented and motivated Financial Advisor to join our close-knit team.
In this role, you will:
Be a key member of a four-person advisor team
Focus on maintaining and strengthening current relationships. (No business development expectations)
Meet with individuals to understand their unique financial goals, risk tolerance, and current situation. Provide expert guidance and personalized financial solutions to help them achieve long-term success.
Deliver a comprehensive suite of services, including retirement planning, investment analysis, estate planning, and more.
Become a trusted advisor by fostering strong client connections and exceeding expectations.
Uphold the highest ethical standards and maintain compliance with all financial regulations.
We're looking for someone who:
Holds a bachelor's degree (finance or related field preferred).
Thrives in a collaborative, client-centric environment.
Possesses strong communication and interpersonal skills.
Demonstrates a passion for learning and continuous professional development.
Enjoys building relationships and exceeding client expectations.
Aligns with our Core Values: does the right thing, is not arrogant, treats everyone with respect, has a growth mindset, and Gets Stuff Done.
Series 65 (can be completed within six months of hire).
We offer:
Competitive salary + Quarterly bonus based on firm revenue
Comprehensive benefits package including generous paid time off (increasing to 6 weeks in Year 2), retirement plan with company match, and professional development support.
A positive and supportive work environment with a clear growth path and recently renovated office space.
Fortress Financial Group, LLC, is a registered investment advisor. Founded in 2014, the Fortress team serves clients nationwide from an office in Rochester, Minnesota. Our guiding philosophy is simplifying complex financial matters and ensuring clients experience peace of mind throughout their retirement journey.