Financial Consultant

Foster Klima • Minneapolis, MN, US

Description

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.

We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill 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. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

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

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
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
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

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 is preferred

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
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
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

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.