What are the responsibilities and job description for the Financial Advisor position at Foster Klima?
Job description
Empower others while building a career with freedom.
Let's have a conversation!
We are seeking self-motivated, dynamic individuals who are passionate about helping people. Such individuals will inspire and empower clients in their communities to achieve their financial goals. You will work in your communities and beyond to help individuals and businesses gain clarity, confidence, and tools to take control of their financial futures. If you are seeking a career path that opens doors to being in control of your way of life and income, while helping others, then perhaps we should begin a conversation!
Some Foundations of the Role
- Develop and maintain a client base that values your input and guidance
- Work with clients to understand their financial goals, concerns, and current financial situation
- Analyze client’s financial information to build a customized roadmap to living the life they desire
- Maintain lifelong relationships with the client base
Candidate Characteristics
- A business-mindset
- Self-starting, self-motivational attitude and behaviors
- Strong work ethic
- Passionate about helping others
- Constant interest in connecting with people and cultivating long-term, trusted relationships
- Enjoy lifelong learning
- Interested in interacting/collaborating with peers and mentors
- Committed to seeking mentorship for success in this commission-based role
Benefits/Total Rewards
At Foster Klima, our strength lies in our commitment to the development and success of every Financial Representative and Financial Advisor. We believe that quality people deserve a competitive benefits package. Financial Representatives with Foster Klima become eligible to enjoy a fantastic compensation package that includes:
- High earning potential via this commission-based role with one of the most lucrative contracts in the business
- We cover the cost of your education and provide comprehensive training and personalized coaching as you work toward obtaining your required licenses, including Life and Health, as well as securities licenses such as the SIE, Series 6, Series 7, Series 65, or Series 66. Educational materials and courses are provided through Kaplan, a leading provider of licensing preparation
- Benefits include a pension, 401(k) with match, health, dental, and vision insurance
- Career development opportunities from mentorship by agency leaders and collaboration with peers, to future potential for leadership positions within the agency and beyond
- There is full potential to go entirely remote after licensing, onboarding, and training goals have been achieved. Though a commission-centered position, there is allowable financial compensation during career launch (licensing and training), which begins at hire.
Compensation- $60,000 - $120,000 (First Year Average), Unlimited Potential
Salary : $60,000 - $120,000