Personal Financial Planner

Foster Klima; Bismarck (ND); Hybrid; USD 80,000 - 105,000; Full time

Job summary

The Foster Klima agency seeks entry-level financial advisor candidates to develop long-term client relationships and analytics-based strategies in the financial services industry.

Applicants should have a bachelor's degree in business or finance, strong math and communication skills, and familiarity with MS Office, Excel, CRM systems, and financial planning software. A FINRA Series 7 & 63/66 license is a plus, and remote work is possible after training.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Working knowledge of financial products and advisory responsibilities.
• Exemplary math, communication, and relationship skills for customer service.

Responsibilities

• Identify and secure new clients as trusted advisor for crucial financial decisions.
• Make strategic product, plan, and investment recommendations to help clients reach goals.
• Embrace being a coachable team member open to continued education and training.
• Customize financial plans for each client based on their circumstances and needs.
• Determine cash flow, income, assets, and financial goals to help clients achieve objectives.

Skills

Communication skills

Relationship building

Math skills

Attention to detail

Sales awareness

Education

Bachelor's degree in business/finance

FINRA license (7/63/66) preferred

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!! 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,

Responsibilities

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• 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

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

Qualifications

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

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

Compensation

Compensation: $80,000 – $105,000 First Year Average

$80,000-$105,000 per year