Personal Financial Planner

Our firm is rapidly expanding, and we are currently looking for a new full time Personal Financial Planner 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 clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! 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!! Training & Development The client invests in your growth by providing: • Paid training and onboarding support • Ongoing coaching and mentorship from experienced leaders • Access to proven sales tools and technology • Professional development opportunities and career pathing Benefits & Rewards • 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 growth • Supportive, collaborative team environment Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions 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: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A required Bachelor’s degree in business administration, finance, or similarly related field • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus 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: $80,000 – $105,000 First Year Average

• 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

Compensation:
$80,000-$105,000 per year