Job Description
Job Description
Our firm is rapidly expanding, and we are currently looking for a new 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!
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
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- 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
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:
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
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.