Financial Planner

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

Job summary

The Foster Klima & Company agency is seeking an entry-level Financial Advisor to help clients reach their monetary goals through wealth management guidance. The role emphasizes communication, math, and analytical skills and offers mentorship in a growing practice.

With a focus on serving clients nationwide from MN, ND, West Wisconsin, North Iowa, and SD, the position promises a long-term career path with personal relationship building and ongoing learning opportunities in financial planning.

Qualifications

• Bachelor's degree is preferred for this entry-level role.
• Strong communication and math abilities are essential.
• Interest in financial services and wealth management is required.

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.
• Be coachable, organized, and eager to pursue training development.
• Customize financial plans based on client circumstances and goals.
• Determine cash flow, financial status, and monetary assets to help clients meet objectives.
• Provide strategic recommendations for products and investments to help clients reach goals.
• Serve as a trusted advisor for new clients acquired through proactive outreach.

Skills

Self-starter

Strong work ethic

Communication skills

Mathematical ability

Analytical skills

Relationship building

Coachable

Growth mindset

Education

Bachelor's degree preferred

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

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.

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 our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

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 is preferred
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63/66 preferred but not required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Requires a Bachelor’s degree in business administration, finance, or other related field

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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects