Financial Advisor

Foster Klima & Company; Bismarck (ND); À distance; USD 80 000 - 105 000; Plein temps

Résumé du poste

Foster Klima & Company is seeking an entry-level financial advisor with strong listening skills and an analytics mindset. The role offers a remote opportunity after training and licensing, serving clients nationwide, with no territory restrictions beyond residency requirements.

Compensation starts at $80,000–$105,000 in the first year, with opportunities to learn, grow, and build long-term client relationships in financial planning, estate planning, and wealth management.

Qualifications

• Bachelor's degree preferred
• Strong client relationships and communication skills
• Familiarity with financial products and wealth planning concepts
• Basic knowledge of finance tools and software

Responsabilités

• 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 the client base through networking and referrals
• Determine cash flow, income, financial status, and goals for wealth planning
• Customize financial plans based on client situations and life stages
• Be a coachable team player open to education and training
• Make strategic recommendations to help clients reach monetary goals
• Identify and secure new clients as a trusted advisor

Connaissances

Communication

Relationship building

Networking

Math skills

Formation

Bachelor's degree in finance

Bachelor's degree in business administration

Outils

Microsoft Office

Financial planning software

Google Suite

CRM systems

Description du poste

The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions - serve clients nationwide!!

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail,

Compensation:

$80,000 - $105,000 First Year Average

Qualifications

• What We're Looking For
• A self-starter with a strong work ethic and a desire to learn
• Passionate about helping others and making a difference
• Comfortable talking to people and building long-term relationships
• Open to feedback and mentorship
• Interested in a career with flexibility and growth potential
• Bachelor's degree preferred
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63/66 preferred but not required

Responsibilities

• What You'll Do
• 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 the client base through networking and referrals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions