Job Description
Join Fort Wayne Wealth Partners as a Remote-Friendly Financial Advisor and transform lives through personalized financial planning. We're seeking passionate professionals to serve clients across Indiana while enjoying the flexibility of remote work. Our collaborative team combines cutting-edge technology with human-centric advice to help clients achieve their financial dreams.
As a key member of our advisory team, you'll build lasting client relationships, develop comprehensive financial strategies, and grow your practice with our full support. We provide industry-leading training, competitive compensation, and a culture that values work-life balance. If you're ready to make a meaningful impact while enjoying the freedom to work from anywhere in Indiana, apply today!
Responsibilities
- Develop personalized financial plans including retirement, investment, and estate strategies
- Build and maintain a robust client portfolio through referrals and networking
- Conduct comprehensive financial analysis using industry-leading tools
- Stay current on financial regulations, tax laws, and market trends
- Collaborate with cross-functional teams to deliver holistic solutions
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 65 and/or Series 7/66 licenses required
- 3+ years of financial planning/advisory experience
- Strong presentation skills and client relationship expertise
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Self-motivated with ability to work independently in remote setting
- FINRA registrations and state insurance licenses (where applicable)