Job Description
Join Fort Wayne Wealth Management as a Senior Financial Advisor and transform lives through personalized financial planning. We're seeking a dynamic professional to build client relationships, deliver investment strategies, and drive business growth in our thriving Fort Wayne office. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a collaborative environment where your expertise is valued.
Responsibilities
- Develop comprehensive financial plans including retirement, estate, and investment strategies
- Acquire and nurture high-net-worth client relationships through consultative selling
- Analyze market trends and economic indicators to optimize client portfolios
- Comply with FINRA regulations and maintain accurate client documentation
- Mentor junior advisors and contribute to team growth initiatives
- Utilize CRM systems to track client interactions and business metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field required
- Series 7, 66, and state insurance licenses mandatory
- 5+ years of financial advising experience with proven track record
- Certified Financial Planner (CFP) designation strongly preferred
- Exceptional communication and presentation skills
- Proven ability to develop business through referrals and networking
- Proficiency in financial planning software (e.g., MoneyGuidePro)