Personal Financial Planner

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!!

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 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!

Compensation:

$80,000 – $105,000 First Year Average

Responsibilities:

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• 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

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:

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

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.