Financial Consultant

Foster Klima

Description

Our firm is rapidly expanding, and we are currently looking for a new full-time Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

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!!

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

Responsibilities

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

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

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in United States vacancy

Financial Consultant
...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
Suggested
WealthBridge Financial Group
North Liberty, IA
1 day ago
Financial Consultant
...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...
Suggested
Full time
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors LLC
Columbia, MD
5 days ago
Financial Consultant
$750 per month
...Description Interclypse is seeking a Financial Consultant to assist federal civilian agencies by providing financial management, accounting, and project management type capabilities. This role will require customer-facing collaboration focused on creating methodologies...
Suggested
Contract work
Temporary work
Interclypse
Chantilly, Loudoun County, VA
1 day ago
Financial Consultant
3. Financial Consultant# Financial Consultant**Abundant Journey Financial**4243 E Piedras Dr, San Antonio, TX 78228 Start Date10/16/2025Location: Remote (Work from anywhere)Job Type: Independent Contractor/Agent, Flexible HoursCompany: Abundant Journey FinancialAbundant...
Suggested
For contractors
Remote work
Flexible hours
UniteSA
San Antonio, TX
4 days ago
Financial Consultant
...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
Suggested
WealthBridge Financial Group
Kansas City, MO
4 days ago
Financial Systems Consultant
...AvantGarde, LLC (AG) seeks a Financial Systems Consultant to support proposal-based professional services efforts within a federal consulting environment. The Financial Systems Consultant will support financial systems operations, reporting, reconciliation, modernization...
Work at office
Remote work
Hirebridge
Washington DC
3 days ago
Financial Consultant - Midlothian, VA
$60k - $75k
...longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional...
Full time
Work at office
Fidelity Investments
Midlothian, VA
4 days ago
Financial Consultant
$72.8k - $130k
...a global scale. Join us to start Caring. Connecting. Growing together. This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline...
Minimum wage
Full time
Work experience placement
Live in
Work at office
Local area
Remote work
Monday to Friday
Shift work
UnitedHealth Group
United States
3 days ago
Financial Consultant
$72.8k - $130k
...Financial Consultant This position is national remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required...
Minimum wage
Full time
Work experience placement
Live in
Work at office
Local area
Remote work
Monday to Friday
Shift work
UMR
United States
2 days ago
Financial Consultant
...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...
Work at office
Pinnacle Bank
Raleigh, NC
1 day ago
Financial Consultant (Sales)
...highlight the appropriate features, products, and services that Vanguard offers. We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps toward their financial futures. In this role, you'll...
Vanguard
Dallas, TX
20 days ago
Financial Systems Consultant
$75 - $95 per hour
...Financial Systems Consultant (1466432) Seattle, Washington Salary: USD75 - USD95 per hour Overview We are seeking a hands-on Finance Systems Implementation Consultant to support a major finance system implementation and transformation initiative. This role is ideal for...
Hourly pay
Beacon Hill
Seattle, WA
2 days ago
Financial Systems Consultant
...and environmental services, and we are committed to driving innovation and operational excellence for our partners. As a Financial Systems Consultant, you will play a pivotal role in supporting financial systems analysis and operational initiatives within a dynamic...
Local area
Essnova Solutions
Seattle, WA
5 days ago
Financial Consultant
$80k - $117k
...clients is our primary goal. Grow your career with a top global financial firm with 80+ years of success in the industry. Here, every... ...you. Come join our team today! As a fully licensed financial consultant, you will develop and deliver T. Rowe Price backed retirement...
Work experience placement
Local area
Remote work
1 day per week
T. Rowe Price
Owings Mills, MD
1 day ago
ERP Financial Consultant
...ERP Financial Consultant As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing...
Remote work
Weekend work
Afternoon shift
ComTec Solutions
United States
2 days ago
Financial Consultant
$66k
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high... ...We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division...
Local area
Community Bank NA
Syracuse, NY
1 day ago
Financial Consultant
$55 - $65 per hour
...Finance Consultant - Sales Operations Primary Talent Partners has a new contract opening for a Finance Consultant - Sales Operations with... ...leadership team to grow Market Share and achieve key business financial objectives (Targeted Revenue, Expense management, KPIs) while...
Contract work
Work experience placement
Work at office
Local area
Primary Talent Partners
Minnesota
1 day ago
Financial Consultant
...Vice President, Credentialed Holistic Financial Coach Equitable Advisors is dedicated to making a positive impact in the lives of its... ...clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients\...
Full time
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors LLC
Bala Cynwyd, PA
1 day ago
Brokerage Financial Consultant
...Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...
Temporary work
Work at office
SunTrust Investment Services, Inc.
Hixson, TN
4 days ago
Financial Consultant
Responsibilities Provide retirement education and advice to clients and prospects Take inbound calls to identify product and investment needs Manage sales opportunities until completion Meet goals impacting client acquisition and retention Requirements University (Degree...
Jobtailor
Frisco, TX
3 days ago
Financial Consultant
$75k
...Financial Advisor We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and...
Full time
Equitable Advisors LLC
Portsmouth, NH
1 day ago
Financial Consultant
...for providing brokerage solutions to help clients achieve their financial goals. Report to the Director PCG Financial Analysis within... ...Sales Support Salaries. Job Responsibilities: The PCG Financial Consultant 3 will be responsible for providing moderately complex...
Permanent employment
Full time
Traineeship
Northstar Staffing Solutions
Saint Louis, MO
3 days ago
Financial Consultant
...The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to identify... ...to learn new skills. PERFORMANCE STANDARDS Financial Consultants (FCs) exhibit excellent communication skills by listening to members...
Flexible hours
Night shift
UTFCU Supervisory Committee
Martin, TN
1 day ago
Financial Consultant
...The McLean Group’s Financial Consulting team is seeking a Financial Consultant to deliver Quality of Earnings (QofE) and financial due diligence engagements for middle-market transactions. Working closely with the practice leader and cross-functional teams, the Financial...
Flexible hours
The McLean Group
Falls Church, VA
5 days ago
Financial Consultant , Financial Advisor
WealthBridgeFinancialGroup is seeking a results-oriented FinancialConsultant to join our team. In this position, you will engage with clients to understand theirfinancialobjectives and provide them with tailored advice and strategies that align with their goals. You will...
Wealthbridge-Financial-Group
Salem, OR
3 days ago
Financial Consultant
## Financial ConsultantApplylocations: Naples/2315 Vanderbilt Beach Road/110631time type: Full timeposted on: Posted Yesterdayjob requisition id: 20283**Position Title**Financial Consultant**Location**Naples, FL 34109-2772**Job Summary**The Financial Consultant has the...
Bank staff
Local area
Night shift
Flagstar Bank
Naples, FL
4 days ago
Financial Consultant
$26 - $43.34 per hour
...Overview: Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing and perspective customers within assigned...
Hourly pay
Work experience placement
Work at office
M&T Bank
Buffalo, NY
1 day ago
Financial Consultant
$52k - $64k
...organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies,... ...environment. Your future starts now. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing...
16 hours
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
DEV INC
Chandler, AZ
1 day ago
Financial Consultant- Debt Relief
$120k - $260k
...re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team. As a Financial Consultant you'll be the first point of contact for customers looking for financial...
Daily paid
Temporary work
Flexible hours
Americor
Meridian, ID
5 days ago
Financial Consultant
...Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their...
WizeHire
Houston, TX
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!