Financial Advisor

Job Summary

We are seeking a full-time entry-level financial advisor with great listening skills, a knack for analytics, and a passion for developing long-term relationships. The ideal candidate will be interested in areas such as financial data, estate planning, business administration, mutual funds, and more.

About the Role

The Foster Klima agency offers a remote opportunity after training and licensing, serving clients nationwide with no territory restrictions. We provide paid training and onboarding support, ongoing coaching and mentorship, access to proven sales tools and technology, and professional development opportunities.

Responsibilities

• Develop effective, analytics-based strategies
• Build and maintain long-term client relationships
• Provide financial advice and guidance
• Manage client portfolios and investments
• Stay updated on financial trends and market conditions

Requirements

• Great communication and detail-oriented skills
• Passion for financial services and related fields
• Ability to work independently and manage time effectively
• Strong analytical and problem-solving skills
• Valid driver’s license and reliable transportation (for in-person meetings)

Qualifications

• High school diploma or equivalent
• Experience in financial services or related field preferred
• Knowledge of financial products and services
• Ability to pass FINRA Series 65 exam

Skills

• Financial analysis
• Client relationship management
• Communication and interpersonal skills
• Technical proficiency with financial software

Benefits

• Competitive compensation structure with bonuses and incentives
• Full benefits package including retirement savings, health, dental, and vision coverage
• Personalized coaching and leadership development opportunities
• Pathways for advancement and long-term career growth
• A supportive, collaborative team environment

Pay

$80,000 – $105,000 first year average

Schedule

Remote opportunity after training and licensing