Associate Financial Planner

Job Description

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.