Licensed Financial Advisor
$138kFoster Klima
Job Description
Job Description
At Foster Klima, we empower individuals and businesses to achieve lasting financial success. As a Licensed Financial Advisor, you'll be an integral part of our team, providing clients with personalized financial strategies that align with their goals. We value your expertise and commitment to client service, and in return, offer a career that promotes growth, flexibility, and purpose. You’ll thrive in our collaborative environment, where innovation and development are key.
You'll guide clients in their financial journey, ensuring they feel confident and secure in their decisions. We provide the tools and support needed to succeed, including comprehensive training and competitive compensation. Our advisors benefit from continuous learning opportunities and the chance to make a real impact in clients’ lives. If you're ready to embark on a career with purpose and drive your professional growth, we encourage you to join us at Foster Klima. Compensation:$138,000 + BOE
Responsibilities:WHAT YOU'LL DO
Build and deepen relationships with individuals, families, business owners, and high-net-worth clients.
Develop personalized financial strategies aligned with clients' goals and priorities.
Provide guidance across investment, retirement, risk management, estate, and business planning needs.
Conduct ongoing reviews and identify opportunities to help clients stay on track.
Grow your practice through referrals, professional partnerships, and community involvement.
Collaborate with specialists to address complex planning opportunities.
Active FINRA Series 7 registration
Active FINRA Series 66 or Series 63/65 registration
Active Life & Health Insurance License
Experience in financial planning, wealth management, or financial advisory services
Demonstrated success developing and maintaining client relationships
CFP, ChFC, CLU, CFA, CPA, or JD preferred
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.
Vacancy posted 14 days ago
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