Foster Klima
Overview
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
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions 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 Embrace the role of a structured yet coachable team player open to continued education and training from other team members Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary 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 your client base through networking and referrals Qualifications
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary A required Bachelor’s degree in business administration, finance, or similarly related field Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Valid FINRA Series 7 & 63/66 preferred but not required 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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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
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions 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 Embrace the role of a structured yet coachable team player open to continued education and training from other team members Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary 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 your client base through networking and referrals Qualifications
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary A required Bachelor’s degree in business administration, finance, or similarly related field Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Valid FINRA Series 7 & 63/66 preferred but not required 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