Job Description
Join our award-winning team as a Remote Financial Advisor serving Fort Wayne clients. We're seeking a dynamic professional to build lasting client relationships while enjoying flexible remote work. At WealthWise, you'll receive industry-leading training, competitive compensation, and cutting-edge technology to thrive in today's digital landscape. Grow your career with a company that values work-life balance and professional development.
Responsibilities
- Develop comprehensive financial plans for individuals and families
- Build and maintain a robust client portfolio through strategic outreach
- Analyze market trends and investment opportunities for client benefit
- Ensure compliance with FINRA and SEC regulations
- Utilize CRM systems to track client interactions and growth
- Collaborate with cross-functional teams for holistic client solutions
- Stay current with financial products and industry certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses required
- 3+ years of financial advisory experience
- Proven track record in client relationship management
- Strong analytical and presentation skills
- Ability to work independently in a remote environment
- CFP or CFA designation preferred
- Excellent communication and negotiation abilities