Foster Klima & Company · 1 week ago
Financial Planner
United States
Full-time
Remote
Mid, Senior Level
$85K/yr - $125K/yrFoster Klima & Company is a financial services agency seeking seasoned Insurance Agents and Financial Advisors. The role offers a unique opportunity to serve clients nationwide with no territory restrictions, while providing strategic growth support and high earning potential.
ConsultingFinancial Services
Responsibilities
Serve clients nationwide without territory restrictions
Provide strategic growth support including business development coaching, marketing resources, and planning tools
Maintain independence while benefiting from deep infrastructure and collaborative culture
Mentor and lead to shape the future of the agency
Qualification
Required
Experienced Financial Advisor
Reside in MN, ND, West Wisconsin, North Iowa, or SD
Ability to serve clients nationwide
Seasoned Insurance Agents and Financial Advisors
Ready to scale their practice
Experience in business development coaching, marketing resources, and planning tools
Ability to maintain independence while benefiting from deep infrastructure
Willingness to complete onboarding and transition
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