Entry-Level Financial Advisor — Remote After Training

WizeHire, Inc; Bismarck (ND); On-site; USD 42,000 - 62,000; Full time

Job summary

Foster Klima Agency seeks an entry-level financial advisor to learn the wealth-management craft and help clients achieve their monetary goals. The role emphasizes clear communication, strong math and analytical thinking, and prudent decision-making to guide client financial outcomes.

Initially, on-site training is provided; after licensing, there is a remote opportunity to serve clients nationwide. The ideal candidate is eager to learn, responsible, and capable of working with a diverse client

Qualifications

• Eager to learn the financial services ropes.
• Strong communication skills.
• Excellent math and analytical abilities.
• Smart decision-making.

Responsibilities

• Assist clients with wealth-management goals and financial plans.
• Support the advisor team in client engagements and data analysis.

Skills

Communication skills

Math aptitude

Analytical skills

Decision making

Job description

Foster Klima Agency seeks an entry-level financial advisor to learn the wealth-management craft and help clients achieve their monetary goals. The role emphasizes clear communication, strong math and analytical thinking, and prudent decision-making to guide client financial outcomes.

Initially, on-site training is provided; after licensing, there is a remote opportunity to serve clients nationwide. The ideal candidate is eager to learn, responsible, and capable of working with a diverse client