Description
Our firm is rapidly expanding, and we are currently looking for a new full time Personal Financial Planner 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 individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions - serve clients nationwide!!
Training & Development
The client invests in your growth by providing:
- Paid training and onboarding support
- Ongoing coaching and mentorship from experienced leaders
- Access to proven sales tools and technology
- Professional development opportunities and career pathing
Benefits & Rewards
- Competitive compensation structure with bonuses and incentives
- Full benefits package including retirement savings, health, dental, and vision coverage
- Personalized coaching and leadership development opportunities
- Pathways for advancement and long-term career growth
- Supportive, collaborative team environment
Responsibilities
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
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
• Bachelors degree preferred