Personal Financial Planner
Foster Klima & Company is a rapidly expanding firm looking for a new full-time Personal Financial Planner to join their entry-level ranks. The role involves learning the financial services needed for effective wealth management to help clients achieve their monetary goals through excellent communication and analytical skills.
Skills
- Eager to learn the financial services ropes needed for effective wealth management
- Excellent communication skills
- Superb math and analytical skills
- Smart decision-making skills
- Reside in MN, ND, West Wisconsin, North Iowa, or SD
Benefits
- Paid training and onboarding support
- Ongoing coaching and mentorship from experienced leaders
- Access to proven sales tools and technology
- Professional development opportunities and career pathing
- Competitive compensation structure with bonuses and incentives
- Full benefits package including retirement savings, health, dental, and vision coverage
- Personalized coaching and leadership development opportunities
- Pathways for advancement and long-term career growth
- Supportive, collaborative team environment
Company Overview