Job Description
Join Fort Wayne Financial Group and transform your finance expertise into a rewarding career with unmatched flexibility. We're seeking passionate Financial Advisors to serve diverse clients in the Fort Wayne area with personalized wealth management solutions. Enjoy a modern hybrid work model with fully customizable hours, allowing you to achieve professional success while maintaining work-life balance. Our comprehensive training program and cutting-edge tech stack empower you to deliver exceptional client outcomes. Grow your client portfolio with our established referral network and competitive commission structure. Apply today to become part of Indiana's premier financial advisory team.
Responsibilities
- Develop personalized financial plans including retirement, investment, and tax strategies
- Build and maintain strong client relationships through regular portfolio reviews
- Stay current on market trends and regulatory changes affecting financial planning
- Collaborate with cross-functional teams to deliver comprehensive wealth solutions
- Meet quarterly performance targets while maintaining client satisfaction metrics
- Utilize CRM systems to document client interactions and track progress
- Participate in ongoing professional development and industry certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65, 66, or 7 securities license (or willingness to obtain)
- 3+ years of financial planning/advisory experience
- Strong communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid Indiana state insurance license (life/health)
- Self-motivated with ability to manage flexible work schedule
- Proven track record of client relationship management