Financial Advisor

About the role

The Foster Klima agency operates in Minnesota, North Dakota, and South Dakota and hires individuals residing in MN, ND, West Wisconsin, North Iowa, and SD. After training and licensing, the position is remote with no territory restrictions, allowing you to serve clients nationwide.

Responsibilities

• 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
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Serve as a collaborative team player willing to further development through continued training opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Qualifications

• 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
• Bachelor’s degree preferred (business administration, finance, or related field)
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs
• Exemplary math, communication, and relationship skills to support strong customer service for current and new clients

Pay

Compensation: $80,000 – $105,000 First Year Average