Job Description
Join Fort Wayne Financial Partners and transform lives through personalized financial planning! We're seeking a passionate Financial Advisor to serve clients in Fort Wayne and surrounding areas with fully flexible scheduling options. Enjoy hybrid work arrangements, competitive compensation, and ongoing professional development in a collaborative environment. Help clients achieve their retirement, investment, and wealth management goals while maintaining work-life balance.
Responsibilities
- Develop customized financial plans for individuals and families
- Build and maintain long-term client relationships through trust-based advising
- Analyze market trends and recommend appropriate investment strategies
- Conduct retirement planning, risk assessment, and tax optimization
- Meet quarterly sales targets while adhering to compliance standards
- Leverage flexible hours to accommodate client meetings (evenings/weekends)
- Utilize CRM systems for client portfolio management and reporting
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advising experience
- Strong communication skills with ability to explain complex concepts
- Proven track record of meeting sales objectives
- Self-motivated with ability to work independently
- State insurance license (Indiana S2 preferred)