Associate Financial Advisor

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. We are seeking an eager, strategic, and definitive Associate 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! 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: • 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 • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs 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 Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Valid FINRA Series 7 & 63/66 preferred but not required • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required 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 Compensation: $80,000 – $105,000 First Year Average

• 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

Compensation:
$80,000-$105,000 per year