Associate Financial Advisor

Job Description

Job Description

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!

Compensation :

$80,000 – $105,000 First Year Average

Responsibilities :

• 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
• Serve as a collaborative team player willing to further development through continued training opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

What You’ll Do

Qualifications :

What We’re Looking For

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.