Entry-Level Wealth Manager

Job overview

The Entry-Level Wealth Manager role begins onsite in Fargo, ND, with a remote option after training and licensing. Compensation is $125,000 per year as stated in the listing. Foster Klima is a financial services agency with more than 150 years of history helping clients build financial achievement. The wealth manager develops client relationships, assesses financial goals and opportunities, and collaborates on personalized financial plans. Ongoing communication, portfolio tools, and professional development help clients pursue and protect their financial objectives.

What you'll do

• Develop and maintain client relationships
• assess financial goals and wealth-growth opportunities
• collaborate on personalized financial plans
• monitor market trends and regulatory changes
• use digital tools to manage portfolios and track milestones
• communicate updates and address client questions.

What we're looking for

Skills & competencies

entry-level wealth manager

financial services

client relationships

financial assessments

personalized financial plans

portfolio management

professional development

fargo nd

foster klima

remote after training and licensing

$125,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Full benefits package, including retirement savings and health coverage
• coaching and leadership development.

Why this role

Remote work is an option after training and licensing; hiring is limited to residents of Minnesota, North Dakota, western Wisconsin, northern Iowa, and South Dakota; clients may be served nationwide.

About the employer

Foster Klima is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.