Entry-Level Financial Advisor jobs in United States
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Foster Klima & Company ยท 3 months ago

Entry-Level Financial Advisor

Foster Klima & Company is a financial services agency seeking motivated individuals to start their careers as financial advisors. The role involves helping clients understand their financial goals and creating personalized strategies, with comprehensive training and support provided.

ConsultingFinancial Services
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Growth Opportunities

Responsibilities

Serve clients nationwide without territory restrictions
Help individuals and businesses understand their financial goals
Create personalized strategies to achieve financial goals

Qualification

Life & Health Insurance LicenseSecurities LicensesFinancial PlanningCoachingMentorship

Required

Must reside in MN, ND, West Wisconsin, North Iowa, or SD
No prior experience in finance is required
Passion for helping people and a desire to grow
Ability to work with individuals and businesses to help them understand their financial goals
Ability to create personalized strategies to achieve financial goals
Life & Health Insurance License (within 90 days of hire)
Securities Licenses (6/63, 7 and 65/66. 7 & 65/66 preferred)

Preferred

Securities Licenses (7 & 65/66 preferred)

Benefits

Pension
401(k) with match
Health, dental, and vision insurance
Personalized coaching and career development opportunities
Potential for leadership roles and long-term career growth
Supportive team environment and access to top-tier financial tools

Company

Foster Klima & Company

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Foster Klima & Company is a financial services firm in Minnesota.

Funding

Current Stage
Growth Stage

Leadership Team

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Doug Flink
CEO
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Company data provided by crunchbase