Associate Financial Planner

Foster Klima & Company; Fargo (ND); On-site; USD 85,000 - 125,000; Full time

Job summary

Foster Klima is seeking an Associate Financial Planner in Fargo to help clients achieve financial wellness through personalized planning and ongoing guidance. You will work with a supportive team, receive comprehensive training, mentorship, and access to cutting-edge tools to grow your advisory skills.

You will build tailored financial plans, engage clients regularly, collaborate with senior planners, and stay informed on market trends.

Qualifications

• Experience in financial planning or a related field, demonstrating your ability to develop personalized financial strategies.
• Ability to engage with clients effectively, fostering long-term relationships built on trust and transparency.
• Proven track record of collaborating with team members to enhance financial planning skills and contribute to collective success.
• Proficiency in using innovative financial tools and resources to provide clients with up-to-date advice and solutions.
• Strong research skills to stay informed about industry trends and opportunities, enhancing your advisory capabilities.
• Commitment to continuous learning through participation in training and mentorship programs, ensuring ongoing professional growth.
• Attention to detail in maintaining accurate and detailed records of client interactions and financial plans, ensuring compliance and transparency.

Responsibilities

• Develop personalized financial plans that align with clients' goals and aspirations, ensuring their financial well-being.
• Engage with clients regularly to review their financial progress and adjust plans as needed, fostering long-term relationships.
• Collaborate with senior planners to gain insights and enhance your financial planning skills, contributing to team success.
• Utilize innovative tools and resources to provide clients with the most up-to-date financial advice and solutions.
• Conduct thorough market research to stay informed about industry trends and opportunities, enhancing your advisory capabilities.
• Participate in ongoing training and mentorship programs to continuously improve your expertise and career growth.
• Maintain accurate and detailed records of client interactions and financial plans, ensuring compliance and transparency in all dealings.

Skills

Financial planning

Client relations

Team collaboration

Financial tools

Industry research

Training & mentorship

Detail orientation

Job description

At Foster Klima, you're not just joining a company—you're becoming part of a legacy over 150 years strong in the financial services industry. As an Associate Financial Planner, you'll have the opportunity to impact lives by guiding individuals toward financial wellness. We empower both clients and advisors by offering comprehensive training, mentorship, and innovative tools that help you succeed. You'll thrive in our supportive team environment, where your growth is a priority, and your achievements are celebrated.

In this role, you'll enjoy the flexibility to connect with clients without the constraints of sales territories. Our competitive compensation, bonuses, and full benefits package are designed to support you, along with clear paths for career advancement. If you have a strong work ethic, a passion for helping people, and a desire to learn, Foster Klima is the place for you. Here, your journey is backed by personalized coaching and access to proven technology. Let’s start building your purposeful career together.

Compensation: $85,000 - $125,000 at plan commission

Qualifications

• Experience in financial planning or a related field, demonstrating your ability to develop personalized financial strategies.
• Ability to engage with clients effectively, fostering long-term relationships built on trust and transparency.
• Proven track record of collaborating with team members to enhance financial planning skills and contribute to collective success.
• Proficiency in using innovative financial tools and resources to provide clients with up-to-date advice and solutions.
• Strong research skills to stay informed about industry trends and opportunities, enhancing your advisory capabilities.
• Commitment to continuous learning through participation in training and mentorship programs, ensuring ongoing professional growth.
• Attention to detail in maintaining accurate and detailed records of client interactions and financial plans, ensuring compliance and transparency.

Responsibilities

• Develop personalized financial plans that align with clients' goals and aspirations, ensuring their financial well-being.
• Engage with clients regularly to review their financial progress and adjust plans as needed, fostering long-term relationships.
• Collaborate with senior planners to gain insights and enhance your financial planning skills, contributing to team success.
• Utilize innovative tools and resources to provide clients with the most up-to-date financial advice and solutions.
• Conduct thorough market research to stay informed about industry trends and opportunities, enhancing your advisory capabilities.
• Participate in ongoing training and mentorship programs to continuously improve your expertise and career growth.
• Maintain accurate and detailed records of client interactions and financial plans, ensuring compliance and transparency in all dealings.