Financial Planner

Job Description

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. If this sounds like you, apply today!

$80,000 – $105,000 First Year Average

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

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

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• 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
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Requires a Bachelor’s degree in business administration, finance, or other related field

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

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.