Financial Consultant

Job Summary

The Foster Klima agency is seeking an eager, strategic, and definitive Associate Financial Consultant for an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Responsibilities

• Help clients identify and achieve their financial goals through a variety of planning services
• Deliver excellent client service
• Work with clients nationwide without territory restrictions
• Participate in paid training and onboarding support
• Benefit from ongoing coaching and mentorship from experienced leaders
• Access to proven sales tools and technology
• Opportunities for professional development and career pathing

Requirements

• Driven by the need to help clients achieve their financial goals
• Experience in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more is a plus
• Ability to work independently and as part of a team
• Strong communication and interpersonal skills

Qualifications

• High school diploma or equivalent
• Experience in financial planning or a related field is preferred
• Passion for helping clients achieve their financial goals

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

Full-time position