Entry-Level Financial Advisor | Mentored Wealth Planning

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

Job summary

The Foster Klima & Company agency is seeking an entry-level Financial Advisor to help clients reach their monetary goals through wealth management guidance. The role emphasizes communication, math, and analytical skills and offers mentorship in a growing practice.

With a focus on serving clients nationwide from MN, ND, West Wisconsin, North Iowa, and SD, the position promises a long-term career path with personal relationship building and ongoing learning opportunities in financial planning.

Qualifications

• Bachelor's degree is preferred for this entry-level role.
• Strong communication and math abilities are essential.
• Interest in financial services and wealth management is required.

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 and technology to manage client accounts.
• Grow a client base through networking and referrals.
• Be coachable, organized, and eager to pursue training development.
• Customize financial plans based on client circumstances and goals.
• Determine cash flow, financial status, and monetary assets to help clients meet objectives.
• Provide strategic recommendations for products and investments to help clients reach goals.
• Serve as a trusted advisor for new clients acquired through proactive outreach.

Skills

Self-starter

Strong work ethic

Communication skills

Mathematical ability

Analytical skills

Relationship building

Coachable

Growth mindset

Education

Bachelor's degree preferred

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

Job description

The Foster Klima & Company agency is seeking an entry-level Financial Advisor to help clients reach their monetary goals through wealth management guidance. The role emphasizes communication, math, and analytical skills and offers mentorship in a growing practice.

With a focus on serving clients nationwide from MN, ND, West Wisconsin, North Iowa, and SD, the position promises a long-term career path with personal relationship building and ongoing learning opportunities in financial planning.