EntryLevel Financial Advisor
Foster Klima, Bismarck, ND, United States
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!
Responsibilities
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 trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
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
Qualifications
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
A required Bachelor’s degree in business administration, finance, or similarly related field
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
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
Compensation
$80,000 – $105,000 First Year Average
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Responsibilities
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 trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
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
Qualifications
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
A required Bachelor’s degree in business administration, finance, or similarly related field
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
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
Compensation
$80,000 – $105,000 First Year Average
#J-18808-Ljbffr