Licensed Financial Advisor Job Fargo area,North Dakota USA,Finance & Banking

Grow Your Practice. Expand Your Impact.

Are you an established Financial Advisor looking for a platform that supports long-term growth, exceptional client service, and the ability to build lasting enterprise value?

At Foster Klima, you'll have the freedom to grow your career your way while leveraging the strength of Guardian and the resources available through Park Avenue Wealth Management.

We help experienced advisors deepen client relationships, expand their capabilities, and accelerate practice growth through comprehensive planning resources, operational support, and ongoing professional development.

Why Advisors Join Foster Klima COMPREHENSIVE PLANNING RESOURCES

Investment Management
Retirement Planning
Estate Planning
Wealth Transfer Strategies
Business Succession Planning
Executive Benefits
Insurance and Risk Management

PRACTICE GROWTH

Practice management coaching
Marketing and business development support
Referral and networking strategies
Access to planning specialists
Operational and service support
Technology that helps increase capacity and enhance the client experience

TRANSITION SUPPORT

Making a move is a significant decision. Our team provides dedicated onboarding and transition resources designed to help support business continuity, strengthen client retention, and position your practice for long-term success.

CONTINUOUS ADVISOR DEVELOPMENT

The most successful advisors never stop growing. Gain access to ongoing professional development, collaboration opportunities, planning expertise, and resources designed to help you continue evolving throughout your career.

Compensation: $138,000 + BOE Qualifications

Active FINRA Series 7 registration
Active FINRA Series 66 or Series 63/65 registration
Active Life & Health Insurance License
Experience in financial planning, wealth management, or financial advisory services
Demonstrated success developing and maintaining client relationships
CFP, ChFC, CLU, CFA, CPA, or JD preferred

Responsibilities

WHAT YOU'LL DO
Build and deepen relationships with individuals, families, business owners, and high-net-worth clients.
Develop personalized financial strategies aligned with clients' goals and priorities.
Provide guidance across investment, retirement, risk management, estate, and business planning needs.
Conduct ongoing reviews and identify opportunities to help clients stay on track.
Grow your practice through referrals, professional partnerships, and community involvement.
Collaborate with specialists to address complex planning opportunities.