Entry-Level Wealth Manager
Foster Klima
Description The Foster Klima agency is in MN, ND, and SD. We can only hire Representatives who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Entry Level Wealth Manager for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. No territory restrictions - serve clients nationwide!! Benefits & Rewards
• Deepen relationships with existing clients and expand your reach through strategic development
• Deliver comprehensive financial planning tailored to each client's unique goals
• Leverage Foster Klima's platform to streamline operations and enhance client outcomes
• Collaborate with a network of high-performing advisors and mentors
• Maintain long-term relationships and guide clients through life's financial transitions
• The Living Balance Sheet Philosophy Qualifications Who We Are Looking For
• Minimum 2-3 years of experience as a financial advisor or representative
• Proven success in client acquisition, retention, and relationship management
• Go-getter mindset with a commitment to client-first service
• Strong communication skills and a collaborative spirit
• Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66)
• Bachelor's degree preferred
- Competitive compensation structure with bonuses and incentives
- Full benefits package including retirement savings, health, dental, and vision coverage
- Personalized coaching and leadership development opportunities
- Pathways for advancement and long-term career development
- Supportive, collaborative team environment
- Strategic Growth Support: Development coaching, marketing resources, and planning tools.
- High Earning Potential: One of the most lucrative contracts in the industry.
- Comprehensive Benefits: Pension, 401(k) with match, health, dental, and vision insurance.
- Leadership Pathways: Opportunities to mentor, lead, and shape the future of the agency.
- Work From Home Capability: Possible after completing onboarding and transition.
• Deepen relationships with existing clients and expand your reach through strategic development
• Deliver comprehensive financial planning tailored to each client's unique goals
• Leverage Foster Klima's platform to streamline operations and enhance client outcomes
• Collaborate with a network of high-performing advisors and mentors
• Maintain long-term relationships and guide clients through life's financial transitions
• The Living Balance Sheet Philosophy Qualifications Who We Are Looking For
• Minimum 2-3 years of experience as a financial advisor or representative
• Proven success in client acquisition, retention, and relationship management
• Go-getter mindset with a commitment to client-first service
• Strong communication skills and a collaborative spirit
• Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66)
• Bachelor's degree preferred
Vacancy posted 2 days ago
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