Entry-Level Financial Planner

We are seeking an eager, strategic, and definitive financial planner to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

• 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
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

• 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
  
  A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63/66 preferred but not required
• 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

$80,000 – $105,000 First Year Average

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.

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.