Financial Advisor

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!

Compensation:

$80,000 - $105,000

First Year Average Responsibilities:

Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations 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 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 the client base through networking and referrals

Qualifications:

Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients 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 Up-to-date FINRA Series 7 & 63/66 documents are a bonus 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 About Company 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. No sales territory restrictions — you can work with clients across the U.S. once licensed.