Foster Klima & Company · 2 weeks ago
Wealth Manager
Minneapolis, MN
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $105K/yrFoster Klima & Company is seeking experienced financial advisors to join their team as Senior Wealth Managers. The role offers the opportunity to serve clients nationwide without territory restrictions, providing support for business development and access to industry-leading resources.
ConsultingFinancial Services
Responsibilities
Serve clients nationwide without territory restrictions
Transition your book of business and enhance client offerings
Gain access to business development coaching, marketing resources, and planning tools
Mentor and lead within the agency
Qualification
Required
Experienced Financial Advisor
Reside in MN, ND, West Wisconsin, North Iowa, or SD
Ability to serve clients nationwide
Willingness to work from home after training and licensing
Seasoned financial advisors ready to scale their practice
Ability to transition a book of business
Access to industry-leading resources
Desire to maintain independence while benefiting from infrastructure and culture
Benefits
Pension
401(k) with match
Health, dental, and vision insurance
Company
Foster Klima & Company
Foster Klima & Company is a financial services firm in Minnesota.
Founded in 1860
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Doug Flink
CEO
Company data provided by crunchbase