Financial Advisor

Job overview

The Financial Advisor role is described as a remote opportunity after training and licensing, with the listing location in Fargo, ND. The agency can hire only people residing in Minnesota, North Dakota, western Wisconsin, northern Iowa, or South Dakota; clients may be served nationwide. First-year average compensation is stated as $80,000–$105,000. Foster Klima is a financial services agency with more than 150 years of history in the Midwest. The advisor builds client relationships and develops customized recommendations and financial plans to help people define and pursue financial goals. The work spans risk management, estate planning, debt and investment management, real estate, and retirement planning, with mentorship and continued training supporting development in the role.

What you'll do

• Build relationships with new clients and serve as a trusted financial advisor. Recommend products, plans, and investments
• create customized financial plans
• assess clients’ cash flow, income, assets, financial status, and goals
• develop a client base through networking and referrals
• participate in ongoing training.

What we're looking for

Skills & competencies

financial advisor

financial planning

client relationships

investment management

risk management

estate planning

retirement planning

remote after training

fargo nd

foster klima

$80k–$105k first-year average

mentorship

bachelor’s degree required

Work arrangement

• Weekend coverage required

Benefits & perks

• Ongoing support and mentorship from experienced advisors, continued training, and modern tools and technology for managing client accounts.

Why this role

Remote work is available after training and licensing, but hiring is limited to residents of MN, ND, western WI, northern IA, and SD. A bachelor’s degree is required; Series 7 and 63/66 licenses are a plus, not required.

About the employer

Foster Klima is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.