Job Description
Join our award-winning wealth management team in Fort Wayne, IN as a Financial Advisor and transform lives through expert financial guidance. We're seeking a dynamic professional to build client relationships, deliver personalized investment strategies, and drive business growth in a commission-rich environment. Enjoy comprehensive training, industry-leading resources, and a collaborative culture that values your expertise. Your impact will shape the financial futures of individuals and families across Northeast Indiana.
Responsibilities
- Develop and execute comprehensive financial plans tailored to client goals
- Acquire new clients through targeted networking and digital marketing
- Manage investment portfolios with ongoing performance analysis
- Ensure compliance with FINRA/SEC regulations and firm policies
- Utilize CRM systems to track client interactions and opportunities
- Collaborate with internal teams on complex financial solutions
- Conduct regular client reviews and portfolio rebalancing
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 65/66 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Certified Financial Planner (CFP) designation preferred
- Proven track record in client acquisition and retention
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Valid Indiana insurance producer license (Life/Health)