Note: The job is a remote job and is open to candidates in USA. Foster Klima & Company is hiring an entry-level Financial Advisor to help clients pursue their financial goals through wealth management. The role involves assessing client needs, developing tailored financial plans, recommending financial products and investments, and building client relationships with support and mentorship from experienced advisors.
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 a client base through networking and referrals
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
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
- A required Bachelor's degree in business administration, finance, or similarly related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Bachelors degree preferred
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Benefits
- Remote opportunity after training and licensing.
- Ongoing support and mentorship from experienced advisors.
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