Financial Consultant

Foster Klima

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 Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.

We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

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 a 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 is preferred

Apply

Vacancy posted 7 hours ago

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

ERP Financial Consultant
Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple...
Suggested
Full time
Weekend work
Afternoon shift
ComTec Solutions
Rochester, NY
12 hours ago
Financial Consultant
...Job Description Job Description 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...
Suggested
WealthBridge Financial Group
Lockwood, MT
15 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...
Suggested
For contractors
Work at office
Remote work
Avantgarde
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...
Suggested
Full time
Work at office
Fidelity Investments
Midlothian, VA
3 days ago
Financial Consultant
...POSITION SUMMARY Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people... ...and new opportunities. # Function effectively as part of a consultant team approach. # Acquire and maintain a working knowledge of...
Suggested
Full time
Work at office
Local area
Immediate start
Night shift
EVERENCE SERVICES,
Harrisonburg, VA
1 day 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
12 hours ago
Financial Consultant
...The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...
Hourly pay
Work at office
Immediate start
Remote work
Flexible hours
3 days per week
Nuveen
Coralville, IA
1 day ago
Financial Consultant
...Financial Consultant Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their...
Full time
Local area
Nusenda
Albuquerque, NM
3 days 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
Virginia Beach, VA
2 days ago
Financial Consultant
...Position Title Financial Consultant Location Sterling Heights, MI 48310 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail investment and insurance business from prospective customers...
Bank staff
Local area
Night shift
Dormont Manufacturing Company
Sterling Heights, MI
2 days ago
Financial Consultant
...Wealth Management Advisor Assess and fulfill customer's investment and financial needs and/or planning requirements. Responsible for the sale and distribution of investment and insurance products and services. Responsible for assisting in developing, implementing and...
Full time
Work at office
1st National Bank of Scotia
Schenectady, NY
12 hours ago
Financial Consultant
$88.3k - $115.35k
...Job Title Financial Consultant Department Business and Finance | Business Processes The Financial Consultant is responsible for advising financial users on University policies, business processes, and internal controls. Serves as a subject matter expert on financial processes...
Visa sponsorship
Work visa
Shift work
Day shift
Dormont Manufacturing Company
Raleigh, NC
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...
WealthBridge Financial Group
Medina, TN
4 days 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
Monday to Thursday
Flexible hours
Shift work
Americor
Meridian, ID
25 days ago
Financial Consultant
...Description 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...
Equitable Holdings
Portsmouth, NH
3 days ago
Financial Advisor Transition Consultant
$70k - $120k
...Financial Advisor Transition Consultant At RBC, our culture is deeply supportive and rich in opportunity and reward. In this role you will have the opportunity to help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. As a Financial...
Full time
Flexible hours
RBC
Dallas, TX
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
12 hours ago
Financial Consultant
...Financial Consultant The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to identify and suggest financial services that would improve our members' lives. Provides prompt, professional and...
Flexible hours
Night shift
UT Federal Credit Union
Memphis, TN
3 days 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...
Full time
Part time
Work at office
SunTrust Investment Services, Inc.
Brentwood, TN
4 days ago
Financial Consultant
$123,000 per week
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...
Work at office
3 days per week
NYL - Los Angeles, CA
Los Angeles, CA
3 days ago
Financial Consultant
$52k - $210k
...investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned...
Base plus commission
Full time
Temporary work
Part time
Local area
Work visa
Monday to Friday
Flexible hours
NBT Bank
Scranton, PA
2 days ago
Financial Consultant
$72.8k - $130k
...improvement efforts, and partner with payer and provider stakeholders to help manage performance across Optum Health. The Financial Consultant, Optum Health National supports financial analysis, reporting, and decision support for Optum Health. This role helps...
Minimum wage
Full time
Contract work
Work experience placement
Live in
Work at office
Local area
Remote work
Shift work
divvyDOSE
Hopkins, MN
2 days ago
Financial Consultant
$72.8k - $130k
...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
Dallas, TX
7 hours ago
Financial Consultant
$80k - $105k
...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...
Full time
Work at office
Remote work
Foster Klima
Bismarck, ND
3 days ago
Financial Consultant
$72.8k - $130k
...decision support that shape the organization's continued growth. The position will play a role in building executive ready analyses, financial models, and strategic recommendations. This role requires the ability to translate complex financial and operational information...
Minimum wage
Full time
Work experience placement
Work at office
Local area
Shift work
Optum
Eden Prairie, MN
2 days ago
Financial Consultant , Financial Advisor
...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 that align with their goals....
WealthBridge Financial Group
Gresham, OR
15 days ago
Financial Consultant
$62.78k - $87.9k
...Financial Consultant The position will sit in Northern California/San Jose area. Summary: Financial Consultant will develop new current fee business for CitizensTrust Investment Services. Essential Duties & Responsibilities: Complies with and stays abreast...
Community Bank
San Jose, CA
3 days ago
Financial Consultant
$60.2k - $107.4k
...discussed on your first day of employment. Primary Responsibilities Develop, perform, and manage the analyses of business and financial metrics as well as performance measures for Home Health and Hospice Dig deep into the details, understand the drivers behind...
Minimum wage
Full time
Work experience placement
Live in
Work at office
Local area
Remote work
Shift work
Genoa Telepsychiatry
Lafayette, LA
1 day ago
Financial Consultant
...Financial Consultant We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you'll work with clients selling brokerage and advisory service, utilizing your deep...
Work experience placement
Work at office
Local area
Heartland Bank
Columbus, OH
3 days ago
Financial Consultant II
...their ambitions at every stage of life. From life's biggest financial decisions to everyday needs big and small, ourFirst Citizens... ...strategies. Adheres to all compliance standards throughout sales and consultation activities. Monitors client goal progress while enhancing the...
First Citizens Bank
Liberty, SC
12 hours ago

Do you want to receive more vacancies?

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