Financial Consultant

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

Job summary

Foster Klima & Company seeks an eager, strategic Entry Level Sales Advisor to help clients reach financial goals through planning services. You will develop skills across risk management, estate planning, debt and investment strategies, retirement planning, and more.

The role offers room for growth within a respected Midwest financial services agency with a strong client-focus. Applicants must reside in MN, ND, West Wisconsin, North Iowa, or SD and be ready for ongoing training and mentorship.

Qualifications

• Bachelor’s degree in finance, business administration, or related analytical field is required.
• Finra Series 7 & 63/66 documents are a bonus.
• Strong communication and math skills with ability to build client relationships.

Responsibilities

• Make strategic product, plan, and investment recommendations to help clients reach monetary goals.
• Identify and secure new clients to serve as trusted advisors for financial decisions.
• Gather and assess client financial information to tailor wealth plans and investment strategies.
• Participate in ongoing training opportunities and work collaboratively with advisors.
• Create customized financial plans based on life stage and financial needs.

Skills

Financial products knowledge

Strong communication

Math skills

Education

Bachelor’s degree in finance or business

Tools

Microsoft Office

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 . As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

Compensation

$80,000 – $105,000 First Year Average

Responsibilities

• 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
• 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
• Serve as a collaborative team player willing to further development through continued training opportunities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

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

Qualifications

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

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 is preferred

About Company

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.