Entry-Level Financial Advisor: Remote Training & Growth

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

Job summary

Foster Klima & Company is seeking an eager entry-level financial advisor to help clients identify and reach their financial goals through comprehensive planning services. You will learn risk management, retirement planning, investments, and estate planning while building lasting client relationships.

Expect mentorship, ongoing training, and a path for growth. After training and licensing, there is potential for remote work and nationwide client service, subject to state residency requirements.

Qualifications

• Bachelor's degree required in finance or business-related field.
• Working knowledge of financial products and planning essential.
• FINRA licenses preferred but not required; willingness to pursue training.

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 to manage client accounts and growth through referrals.
• Customize financial plans based on client circumstances and goals.
• Identify and secure new clients to serve as a trusted advisor.

Skills

Self-starter

Strong work ethic

Communication

Relationship building

Mentorship

Growth potential

Education

Bachelor's degree in finance

Bachelor's degree in business

FINRA Series 7 & 63/66 preferred

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

Foster Klima & Company is seeking an eager entry-level financial advisor to help clients identify and reach their financial goals through comprehensive planning services. You will learn risk management, retirement planning, investments, and estate planning while building lasting client relationships.

Expect mentorship, ongoing training, and a path for growth. After training and licensing, there is potential for remote work and nationwide client service, subject to state residency requirements.