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. 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 an 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! Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • 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 • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor What You’ll Do Build relationships with clients in your community and beyondLearn to assess financial needs and create customized plansReceive ongoing support and mentorship from experienced advisorsUse modern tools and technology to manage client accountsGrow a client base through networking and referrals Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • 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 • 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 learnPassionate about helping others and making a differenceComfortable talking to people and building long-term relationshipsOpen to feedback and mentorshipInterested in a career with flexibility and growth potentialBachelors 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 a client base through networking and referrals
Compensation:
$80,000-$105,000 per year
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