Remote-Ready Financial Advisor — Entry-Level Growth

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

Job summary

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

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 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

Skills

Communication

Relationship building

Networking

Math skills

Education

Bachelor's degree in finance

Bachelor's degree in business administration

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

Job description

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.