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Financial Consultant
Financial ConsultantFoster Klima • Fargo, ND, United States
Financial Consultant

Financial Consultant

Foster Klima • Fargo, ND, United States
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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!

Responsibilities

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
  • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • 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

Qualifications

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
  • Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • A Bachelor's degree in finance, business administration, or alternate related analytical field is required
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    Financial Consultant • Fargo, ND, United States

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