Financial Consultant
Foster Klima & Company - Minneapolis, MN
Hiring: Financial Consultant Company: Foster Klima & Company Location: Minneapolis, MN Job Posted Time: 2026-09-10 07:39:38 Employment Type: Full-time About the job Required Skills: •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 a client base through networking and referrals •Embrace the role of a structured yet coachable team player open to continued education and training from other team members •Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs •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 Qualifications: •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 •Solid functional working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential •Up-to-date FINRA Series 7 & 63/66 documents are a bonus •Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred •Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers •A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Compensation: •$80,000 - $105,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!