Entry-Level Wealth Advisor: Remote After Training

Foster Klima; Bismarck (ND); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Bonuses & incentives

Full benefits package

Coaching & leadership development

Advancement pathways

Remote work after training

Work from home after onboarding

Job summary

Foster Klima is seeking seasoned Insurance Agents and Financial Advisors who are ready to scale their practice with the support of a firm that respects their experience and empowers their growth. Whether you’re looking to transition, enhance client offerings, or gain access to industry-leading resources, we offer a partnership designed to help you thrive.

We understand the value of your expertise and offer a platform that allows you to maintain independence while benefiting from deep

Qualifications

• Minimum 2–3 years of experience as a financial advisor or representative.
• Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66).
• Bachelor's degree preferred.

Responsibilities

• Deepen relationships with existing clients and expand your reach through strategic development.
• 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.

Skills

Client acquisition

Relationship management

Communication skills

Collaborative spirit

Licensed (Life & Health, SIE, Series 6

Education

Bachelor's degree

Job description

Foster Klima is seeking seasoned Insurance Agents and Financial Advisors who are ready to scale their practice with the support of a firm that respects their experience and empowers their growth. Whether you’re looking to transition, enhance client offerings, or gain access to industry-leading resources, we offer a partnership designed to help you thrive.

We understand the value of your expertise and offer a platform that allows you to maintain independence while benefiting from deep