Financial Advisor

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for a full-time opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, 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

$80,000 – $105,000 First Year Average

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Serve as a collaborative team player willing to further development through continued training 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

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

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

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

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. No sales territory restrictions — you can work with clients across the U.S. once licensed.