Financial Planner

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. As a full-time Entry-Level Sales Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. 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 our 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 Qualifications What We’re Looking ForA self-starter with a strong work ethic and a desire to learnPassionate about helping others and making a differenceComfortable talking to people and building long-term relationshipsOpen to feedback and mentorshipInterested in a career with flexibility and growth potentialBachelors degree is preferredBasic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessaryValid FINRA Series 7 & 63/66 preferred but not requiredBasic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is neededExemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clientsRequires a Bachelor’s degree in business administration, finance, or other related field Responsibilities What You’ll DoBuild relationships with clients in your community and beyondLearn to assess financial needs and create customized plansReceive ongoing support and mentorship from experienced advisorsUse modern tools and technology to manage client accountsGrow a client base through networking and referralsBe a coachable, organized team member interested in pursuing training development and educational opportunitiesCustomize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needsDetermine 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 objectivesProvide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goalsServe as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects