Job Description

Job Description

Job Description

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!

$80,000 – $105,000 First Year Average

• 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 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

• 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 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

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.

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