Associate Financial Advisor: Remote After Licensing

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

Job summary

Foster Klima & Company is seeking an eager, strategic, entry-level financial advisor to help clients identify and achieve financial goals through comprehensive planning services. You will develop expertise in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options while delivering excellent client service.

This role offers a growth path with a first-year average compensation of $80,000–$105,000, with

Qualifications

• Entry-level financial advisor role with growth potential.
• Residency required in MN, ND, West Wisconsin, North IA, or SD after training.
• Strong client-service mindset and willingness to learn multiple planning disciplines.

Responsibilities

• Identify and help clients achieve financial goals through comprehensive planning services.
• Build proficiency in risk management, estate planning, debt and investment management, real estate, retirement planning, and mutual funds.

Skills

Financial planning

Client service

Communication

Regulatory compliance

Job description

Foster Klima & Company is seeking an eager, strategic, entry-level financial advisor to help clients identify and achieve financial goals through comprehensive planning services. You will develop expertise in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options while delivering excellent client service.

This role offers a growth path with a first-year average compensation of $80,000–$105,000, with