Financial Advisor

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

Job summary

The Foster Klima agency is seeking an entry-level financial advisor to join our expanding team. Build client relationships, learn financial planning, and develop tailored wealth-management recommendations.

Remote opportunity after training and licensing. Applicants must reside in MN, ND, West Wisconsin, North Iowa, or SD. We provide mentorship, ongoing training, and growth opportunities to help you advance in the field.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Experience with Microsoft Office, Excel, CRM systems, financial planning software, and Google Suite.
• Strong communication, math, and analytical skills.
• Willingness to learn and be mentored.
• FINRA Series 7 & 63/66 documents are a bonus.

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.
• Consider life stage and changing financial needs when developing tailored plans.
• Make strategic recommendations and provide financial advice to help clients reach goals.
• Serve as a trusted advisor for new clients acquired through proactive measures.
• Be a coachable team player open to continued education.
• Gather and assess each client’s financial information to determine factors like cash flow and retirement plans.

Skills

Self-starter

Strong work ethic

Excellent communication

Relationship building

Open to feedback

Growth potential

Willingness to learn

Education

Bachelor’s degree in business administration/finance

FINRA Series 7 & 63/66 (bonus)

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Job description

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!!

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you.

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
• Bachelors degree preferred
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

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 a client base through networking and referrals
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management