Entry-Level Financial Advisor: Build Plans & Help Clients

Foster Klima & Company

Minneapolis (MN)

On-site

USD 80,000 - 105,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Foster Klima & Company seeks an eager, strategic Entry Level Sales Advisor to help clients reach financial goals through planning services. You will develop skills across risk management, estate planning, debt and investment strategies, retirement planning, and more.

The role offers room for growth within a respected Midwest financial services agency with a strong client-focus. Applicants must reside in MN, ND, West Wisconsin, North Iowa, or SD and be ready for ongoing training and mentorship.

Qualifications

Bachelor’s degree in finance, business administration, or related analytical field is required.
Finra Series 7 & 63/66 documents are a bonus.
Strong communication and math skills with ability to build client relationships.

Responsibilities

Make strategic product, plan, and investment recommendations to help clients reach monetary goals.
Identify and secure new clients to serve as trusted advisors for financial decisions.
Gather and assess client financial information to tailor wealth plans and investment strategies.
Participate in ongoing training opportunities and work collaboratively with advisors.
Create customized financial plans based on life stage and financial needs.