Financial Consultant

6 days ago

Fargo, North Dakota, United States Foster Klima & Company Full time $80,000 - $105,000 per year

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply todayCompensation:

$80,000 – $105,000 First Year Average

Responsibilities:

  • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

What You'll Do

  • Build relationships with clients in your community and beyond
  • Learn to assess financial needs and create customized plans
  • Receive ongoing support and mentorship from experienced advisors
  • Use modern tools and technology to manage client accounts
  • Grow your client base through networking and referrals

Qualifications:

  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • A Bachelor's degree in finance, business administration, or alternate related analytical field is required

What We're Looking For

  • A self-starter with a strong work ethic and a desire to learn
  • Passionate about helping others and making a difference
  • Comfortable talking to people and building long-term relationships
  • Open to feedback and mentorship
  • Interested in a career with flexibility and growth potential

About Company

Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we're committed to helping clients — and our advisors — build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures.

Let's Talk

If you're ready to start a career that offers purpose, flexibility, and growth, we'd love to hear from you. No sales territory restrictions — you can work with clients across the U.S. once licensed.

  • Sr. UW Consultant

    3 days ago

    Fargo, North Dakota, United States Corebridge Financial Full time

    Who We AreAt Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To...

  • Consultant - Governmental Advisory Services - Remote Eligible

    1 week ago

    Fargo, North Dakota, United States Eide Bailly Full time $80,000 - $120,000 per year

    Overview:Location: All Locations in the United StatesWork Arrangement: Remote, In-office or HybridResponsibilities:Typical Day in the LifeA typical day in the life of a Consultant - Governmental Advisory with Eide Bailly might include the following:Contribute daily to client engagements, meet client deadlines and propose solutions to client...

  • Director of Sales

    1 week ago

    Fargo, North Dakota, United States The Jaster Group Full time $80,000 - $120,000 per year

    SummaryStep Into Leadership as a Real Estate Sales CoachElevate your career by joining the elite top 20% of real estate professionals across North America as our newest Sales Coach. This role offers more than just a position—it's a transformative journey fueled by innovative systems, powerful tools, and proven methods designed to fast-track your success.We...

  • Director of Sales

    2 weeks ago

    Fargo, North Dakota, United States The Jaster Group Full time $80,000 - $120,000 per year

    SummaryStep Into Leadership as a Real Estate Sales CoachElevate your career by joining the elite top 20% of real estate professionals across North America as our newest Sales Coach. This role offers more than just a position—it's a transformative journey fueled by innovative systems, powerful tools, and proven methods designed to accelerate your...

  • Senior Project Manager

    6 days ago

    Fargo, North Dakota, United States Kfi Engineers Pc Full time $130,000 - $163,000 per year

    POSITION SPECIFICATIONPosition: Senior Project ManagerDepartment: Industrial, Process & Agribusiness (IPA)Reporting Relationship: Director, IPACOMPANY BACKGROUNDKFI Engineers is a recognized industry leader in facility infrastructure design and performance. Since 1996, our culture of collaboration and unique capabilities have allowed us to make a...

  • Mechanical Engineer

    1 week ago

    Fargo, North Dakota, United States CMTA Consulting Engineers Full time $80,000 - $120,000 per year

    CMTA, a Legence companyCMTA is one of the fastest growing engineering firms in the U.S., with nationally recognized expertise in sustainable, high-performance building engineering. We are a collaborative, innovative, and energetic team that leverages a data-driven, holistic approach to consulting engineering, performance contracting, and zero energy...

  • HVAC Install Manager

    17 hours ago

    Fargo, North Dakota, United States Johnson Controls Full time

    Build your best future with the Johnson Controls teamAs a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future Our teams are uniquely positioned to support a multitude of industries across the...

  • Electrical EIT

    3 days ago

    Fargo, North Dakota, United States CMTA Consulting Engineers Full time

    CMTA, a Legence companyCMTA is one of the fastest growing engineering firms in the U.S., with nationally recognized expertise in sustainable, high-performance building engineering. We are a collaborative, innovative, and energetic team that leverages a data-driven, holistic approach to consulting engineering, performance contracting, and zero energy...

  • Industrial Master Electrician

    3 days ago

    Fargo, North Dakota, United States Marvin Full time

    Job OverviewAre you looking for steady work, a high-energy team and a company that values you and your time? This opportunity is sure to spark your interest We're looking for a Master Electrician to join us at Marvin. Your typical day will include supporting the Marvin facilities, systems, and equipment including preventive maintenance, consulting on new and...

  • OCCUPATIONAL THERAPY

    7 days ago

    Fargo, North Dakota, United States Essentia Health Full time $35 - $52

    Building Location:South University ClinicDepartment: OCCUPATIONAL THERAPY - SUJob Description:This position provides therapy services to patients of all ages, including evaluation and assessment, treatment, education, and consultation to improve patients' abilities to their highest possible level. This position provides services as part of a care team...