Note: The job is a remote job and is open to candidates in USA. Foster Klima & Company is seeking an entry-level Financial Advisor to help clients assess their financial needs and develop customized plans. The role focuses on building client relationships, making financial and investment recommendations, and growing a client base through networking and referrals.
Responsibilities
- 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
- 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
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Skills
- 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
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- 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
- Bachelors degree preferred
- Valid FINRA Series 7 & 63/66 preferred
Benefits
- Remote opportunity after training and licensing, for individuals residing in Minnesota, North Dakota, West Wisconsin, North Iowa, or South Dakota.
- Ongoing support and mentorship from experienced advisors.
- Continued education and training from other team members.
Company Overview