What are the responsibilities and job description for the Financial Advisor position at Foster Klima?
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:
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Serve as a collaborative team player willing to further development through continued training opportunities
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- 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 the client base through networking and referrals
Qualifications:
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
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
About Company
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.
Salary : $80,000 - $105,000