Description
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.
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.
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
