Financial Advisor
Foster Klima • Fargo, ND, US
Posted 11 months ago
Description
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 a full-time 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!
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!!
Training & Development
The client invests in your growth by providing:
- Paid training and onboarding support
- Ongoing coaching and mentorship from experienced leaders
- Access to proven sales tools and technology
- Professional development opportunities and career pathing
Benefits & Rewards
- 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
- Supportive, collaborative team environment
Responsibilities
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 a client base through networking and referrals
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- 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
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
Qualifications
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
- Bachelors degree preferred
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Valid FINRA Series 7 & 63/66 preferred but not required
- 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
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Compensation
$80,000 - $105,000/year
About Foster Klima
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.
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