Financial Advisor
Foster Klima • Bismarck, ND, US
Posted 5 days ago
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. Remote Opportunity after training and licensing. No territory restrictions — serve clients nationwide!!
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
What You’ll Do
- 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
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- 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
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
What We’re Looking For
A 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
- Valid FINRA Series 7 & 63/66 preferred but not required
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Compensation
$80,000 – $105,000 First Year Average
Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.
Let’s Talk!
If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.
Share this job
All jobs / Jobs in ND / Foster Klima / Financial Advisor
Not quite what you're looking for? Search jobs by title, location, or company.