Associate Financial Advisor

Job Description

Job Description

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!!

We are seeking an eager, strategic, and determined 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!

Compensation:

$80,000 – $105,000 First Year Average

Responsibilities:

• 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
• 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
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• 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 a client base through networking and referrals

Qualifications:

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Valid FINRA Series 7 & 63/66 preferred but not required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

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

About Company

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.