Entry-Level Financial Planner jobs in United States
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Foster Klima & Company ยท 1 day ago

Entry-Level Financial Planner

positionFargo, ND
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$80K/yr - $105K/yr

Foster Klima & Company is seeking an eager, strategic, and definitive financial planner to fill an entry-level position that offers room for growth. The ideal candidate will help clients identify and achieve their financial goals through a variety of planning services.

ConsultingFinancial Services
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Growth Opportunities

Responsibilities

Help clients identify and achieve their financial goals through a variety of planning services
Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more

Qualification

Risk managementEstate planningDebt managementInvestment managementRetirement planningMutual fundsInvestment optionsClient service

Required

Eager and strategic mindset
Ability to help clients identify and achieve financial goals
Knowledge of risk management
Knowledge of estate planning
Knowledge of debt and investment management
Knowledge of real estate
Knowledge of retirement planning
Knowledge of mutual funds
Knowledge of investment options
Dedication to delivering excellent client service

Company

Foster Klima & Company

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Foster Klima & Company is a financial services firm in Minnesota.
dateFounded in 1860
location
Minneapolis, Minnesota, USA
people-size51-200 employees
web-link
http://fosterklima.com

Funding

Current Stage
Growth Stage

Leadership Team

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Doug Flink
CEO
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Company data provided by crunchbase