Top 9 Personal financial planner Jobs in Bismarck, Nd

Personal Financial Planner
Foster Klima —Bismarck, ND
- $80,000 - $105,000 a year
- Hybrid work
- Google Workspace
- Customer service
- Finance
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Team Leader
Tractor Supply Company —Bismarck, ND
- Overtime
- 18 years or older
- Computer literacy
- 11+ years
- Paid parental leave
- Disability insurance
Restaurant General Manager
Taco Bell —Bismarck, ND
- $50,000 - $100,000 a year
- Weekends as needed
- 18 years or older
- ServSafe
- Mid-level
- Paid holidays
- Health insurance
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Integrated Campaign Manager, North America (New York or Chicago)
Ideals —United States
- $90,000 - $142,000 a year
- Full-time
- Remote
- Mid-level
- Travel
- 4 years
- Health insurance
- 401(k) matching

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personal financial planner jobs near bismarck, nd

Personal Financial Planner

Foster Klima -
Bismarck, ND

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Job Details

$80,000 - $105,000 a year

Qualifications

Customer communication
Customer service
Math
Bachelor's degree
Financial product expertise
Financial services

Full Job Description

The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions — serve clients nationwide!!

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Compensation:

$80,000 – $105,000 First Year Average

Responsibilities:

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

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 the client base through networking and referrals

Qualifications:

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Requires a Bachelor’s degree in business administration, finance, or other related field
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
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

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
Bachelors degree preferred

About Company

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.

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Refine Your Search

personal financial planner jobs in bismarck, nd

Personal Financial Planner

Team Leader

Restaurant General Manager

Integrated Campaign Manager, North America (New York or Chicago)

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