What are the responsibilities and job description for the Licensed Financial Advisor position at Foster Klima & Company?
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
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
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 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
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
- 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.
Salary : $138,000