Personal Financial Planner

Foster Klima • Bismarck, ND, US

23 days ago

Job type

Full-time

Job description

Job Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

The Foster Klima agency is in MN, ND, and SD. We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As an Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.

No territory restrictions — serve clients nationwide!!

Compensation : Great Potential, High Earning potential with 4-year enhanced commissions to help start your business, Draw, Training Allowance, and Bonuses. The 2024 Financial Professionals top 100 average income, with draw, incentives, commissions, and renewals, exceeds a seven-figure income

Compensation :

$80,000 – $105,000 First Year Average

Responsibilities :

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
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
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

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

Qualifications :

Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus

A required Bachelor’s degree in business administration, finance, or similarly related field

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

About Company

Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and growth, we’d love to hear from you. No sales territory restrictions — you can work with clients across the U.S. once licensed.

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Financial Planner • Bismarck, ND, US