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Foster Klima

Associate Financial Planner

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$100,559 / year median in the U.S.

+1% projected growth

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Job Description

Associate Financial Planner Foster Klima - 4.0 Fargo, ND Job Details Full-time $85,000 - $125,000 a year 7 hours ago Benefits Paid training Health insurance Dental insurance Vision insurance Qualifications Financial sales Client retention strategy Insurance sales Relationship building in financial sales Experience practicing in the securities industry Customer acquisition 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. As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. Remote Opportunity after training and licensing. No territory restrictions — serve clients nationwide!! Launch Your Sales Career with Purpose and Support Are you ready to build a meaningful career in sales where you can help people, grow your skills, and achieve professional success? The client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial Services Representatives . No prior sales experience is required — only a strong work ethic, willingness to learn, and a passion for connecting with people. The client provides comprehensive training, mentorship, and resources to set you up for success. Training & Development The client invests in your growth by providing: Paid training and onboarding support Ongoing coaching and mentorship from experienced leaders Access to proven sales tools and technology Professional development opportunities and career pathing Benefits & Rewards Competitive compensation structure with bonuses and incentives Full benefits package including retirement savings, health, dental, and vision coverage Personalized coaching and leadership development opportunities Pathways for advancement and long-term career growth Supportive, collaborative team environment
Compensation:
$85,000 - $125,000 at plan commission
Responsibilities:
Your Role Deepen relationships with existing clients and expand your reach through strategic growth Deliver comprehensive financial planning tailored to each client's unique goals Leverage Foster Klima's platform to streamline operations and enhance client outcomes Collaborate with a network of high-performing advisors and mentors Maintain long-term relationships and guide clients through life's financial transitions
Qualifications:
Who We're Looking For Minimum 2-3 years of experience as a financial advisor or representative Proven success in client acquisition, retention, and relationship management Go-getter mindset with a commitment to client-first service Strong communication skills and a collaborative spirit Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) 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.