Senior Wealth Manager Job at Foster Klima, Minneapolis, MN

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  • Foster Klima
  • Minneapolis, MN

Job Description

Experienced Financial Advisor  The Foster Klima agency is in MN, ND, and SD. We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As Senior Wealth Manager for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. No territory restrictions — serve clients nationwide!! Compensation: Great Potential, High Earning potential with 4-year enhanced commissions to help start your business, Draw, Training Allowance, and Bonuses. The 2024 Financial Professionals top 100 average income, with draw, incentives, commissions, and renewals, exceeds a seven-figure income. Work From Home Opportunity after training and licensing. Elevate Your Practice. Expand Your Impact. Foster Klima is seeking seasoned financial advisors who are ready to scale their practice with the support of a firm that respects their experience and empowers their growth. Whether you’re looking to transition your book of business, enhance your client offerings, or gain access to industry-leading resources, we offer a partnership designed to help you thrive. We understand the value of your expertise and offer a platform that allows you to maintain independence while benefiting from deep infrastructure, collaborative culture, and unmatched earning potential. What You’ll Gain • Strategic Growth Support: Business development coaching, marketing resources, and planning tools. • High Earning Potential: One of the most lucrative contracts in the industry. • Comprehensive Benefits: Pension, 401(k) with match, health, dental, and vision insurance. • Leadership Pathways: Opportunities to mentor, lead, and shape the future of the agency. • Work From Home Capability: Possible after completing onboarding and transition. Responsibilities: Your Role • Deepen relationships with existing clients and expand your reach through strategic growth • Deliver comprehensive financial planning tailored to each client’s unique goals • Leverage Foster Klima’s platform to streamline operations and enhance client outcomes • Collaborate with a network of high-performing advisors and mentors • Maintain long-term relationships and guide clients through life’s financial transitions Qualifications: Who We’re Looking For • Minimum 2–3 years of experience as a financial advisor or representative • Proven success in client acquisition, retention, and relationship management • Go-getter mindset with a commitment to client-first service • Strong communication skills and a collaborative spirit • Licensed (Life & Health, SIE, Series 7, Series 65/66) 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.

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