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Associate Financial Planner

Foster Klima

Fargo, ND 58103 • $125,000 / yr • 9/22/2026

Accounting / Finance , Professional

Job Description

Job Description

Join us at Foster Klima as an Associate Financial Planner, where you'll play a pivotal role in guiding individuals toward financial wellness. With over 150 years of dedicated service, we're passionate about empowering both our clients and advisors. Enjoy the freedom to connect with clients across the nation, unbound by sales territory limitations. We offer comprehensive training, mentorship, and a flexible work environment after initial training and licensing. Your journey with us is supported by competitive compensation, bonuses, a full benefits package, and clear pathways for career advancement.

We're seeking driven individuals ready to embark on a rewarding career in financial planning. If you have a strong work ethic, a desire to learn, and a passion for helping people, you'll thrive here. Foster Klima is committed to your growth with paid training, personalized coaching, and access to proven tools and technology. Join our supportive team environment, where your development is a priority and your achievements are celebrated. If you're ready to start a purposeful career with us, we’d love to hear from you.

Compensation:

$85,000 - $125,000 at plan commission


Responsibilities:
  • Develop personalized financial plans that align with clients' goals and aspirations.
  • Conduct thorough assessments of clients' financial situations to identify opportunities for growth.
  • Collaborate with clients to establish clear financial objectives and timelines.
  • Provide ongoing support and advice to clients, ensuring their financial plans remain on track.
  • Stay informed about industry trends and regulatory changes to offer the best advice.
  • Utilize our advanced tools and technology to enhance client engagement and satisfaction.
  • Participate in continuous learning and development to refine your financial planning skills and knowledge.

Qualifications:
  • Experience in financial planning or a related field, demonstrating your ability to guide clients toward their financial goals.
  • Ability to develop personalized financial plans that align with clients' unique aspirations and needs.
  • Proven track record of conducting thorough assessments of financial situations to identify growth opportunities.
  • Strong communication skills to effectively collaborate with clients and establish clear financial objectives.
  • Ability to provide ongoing support and advice, ensuring clients' financial plans remain on track.
  • Familiarity with industry trends and regulatory changes to offer informed and up-to-date advice.
  • Proficiency in using advanced tools and technology to enhance client engagement and satisfaction, ensuring a seamless experience for all involved.

About Company

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients and our advisors build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.