Job Description
Join Fort Wayne Financial Group as a Remote Financial Advisor and build your career while serving clients in Fort Wayne and beyond. We offer a flexible, fully remote work environment with industry-leading support and competitive compensation. Help clients achieve their financial goals through personalized planning, investment strategies, and retirement solutions. Grow your client base with our established referral network and comprehensive training programs.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Analyze investment portfolios and recommend strategic adjustments
- Build and maintain strong client relationships through regular consultations
- Stay current on financial regulations and market trends
- Collaborate with internal teams on complex wealth management cases
- Utilize CRM systems to track client interactions and opportunities
- Present financial solutions to clients through virtual and in-person meetings
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) or Series 65/66 license required
- 3+ years of experience in financial planning/advisory
- Proven track record of client relationship management
- Strong analytical skills and market knowledge
- Excellent communication and presentation abilities
- Ability to work independently in a remote setting