Financial Consultant
Foster Klima • Bismarck, ND, US
Description
Our firm is rapidly expanding, and we are currently looking for a new full-time Financial Consultant 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 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!
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 the client base through networking and referrals
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
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
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
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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