The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions serve clients nationwide!!
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:$80,000 – $105,000 First Year Average
Responsibilities:- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
What You’ll Do
- Build relationships with clients in your community and beyond
- Learn to assess financial needs and create customized plans
- Receive ongoing support and mentorship from experienced advisors
- Use modern tools and technology to manage client accounts
- Grow a client base through networking and referrals
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
What We’re Looking For
- A self-starter with a strong work ethic and a desire to learn
- Passionate about helping others and making a difference
- Comfortable talking to people and building long-term relationships
- Open to feedback and mentorship
- Interested in a career with flexibility and growth potential
- Bachelors degree preferred
Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients and our advisors build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.
Let’s Talk!
If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.
