Financial Advisor

About the role

The Foster Klima agency is located in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. After training and licensing, the position is remote with no territory restrictions — you can serve clients nationwide. Our firm is rapidly expanding, and we are seeking 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!

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 the client base through networking and referrals
• 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
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• 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
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

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
• Required Bachelor’s degree in business administration, finance, or a similarly related field (Bachelor’s degree preferred)
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products
• Up‑to‑date FINRA Series 7 & 63/66 documents are a bonus

Pay

$80,000 – $105,000 First Year Average