Job Description
Join our award-winning team as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a passionate professional to serve Fort Wayne's growing community with personalized financial solutions. Enjoy uncapped earning potential, comprehensive training, and a culture that values your expertise.
Why Join Us?
- Industry-leading commission structure with 401(k) match
- Exclusive client acquisition support through digital marketing
- CE reimbursement and advanced certification programs
- Hybrid work model with modern downtown office
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through quarterly portfolio reviews
- Present investment strategies aligned with client risk tolerance and goals
- Drive business development through local networking events and digital outreach
- Stay current on tax laws, market trends, and regulatory changes
- Mentor junior advisors on compliance best practices
- Utilize CRM system for client relationship management
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial planning or advisory experience
- Proven track record of meeting/exceeding sales targets
- Strong knowledge of investment vehicles (stocks, bonds, mutual funds, ETFs)
- Exceptional communication and presentation skills
- CFP designation preferred but not required