Financial Planner

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process 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. 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.

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

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 your client base through networking and referrals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications

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
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary