Associate Financial Advisor

Foster Klima & Company; Fargo (ND); On-site; USD 80,000 - 105,000; Full time

Job summary

Foster Klima & Company is seeking an eager entry-level financial advisor to help clients identify and reach their financial goals through comprehensive planning services. You will learn risk management, retirement planning, investments, and estate planning while building lasting client relationships.

Expect mentorship, ongoing training, and a path for growth. After training and licensing, there is potential for remote work and nationwide client service, subject to state residency requirements.

Qualifications

• Bachelor's degree required in finance or business-related field.
• Working knowledge of financial products and planning essential.
• FINRA licenses preferred but not required; willingness to pursue training.

Responsibilities

• 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 to manage client accounts and growth through referrals.
• Customize financial plans based on client circumstances and goals.
• Identify and secure new clients to serve as a trusted advisor.

Skills

Self-starter

Strong work ethic

Communication

Relationship building

Mentorship

Growth potential

Education

Bachelor's degree in finance

Bachelor's degree in business

FINRA Series 7 & 63/66 preferred

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

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!!

We are seeking an eager, strategic, and determined financial advisor 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.

Compensation:

$80,000 – $105,000 First Year Average

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
• 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
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• 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

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
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management