Personal Financial Planner

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!

Compensation:

$80,000 - $105,000

First Year Average Responsibilities:

Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their 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 Serve as a collaborative team player willing to further development through continued training opportunities Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals 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

Qualifications:

Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary A Bachelor's degree in finance, business administration, or alternate related analytical field is required Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Up-to-date FINRA Series 7 & 63/66 documents are a bonus 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.