Financial Advisor RIA Firm Fort Wayne, IN
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Job Location:
Fort Wayne, IN - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Financial Advisor
Are you looking to expand your career and join a successful team Are you driven self-motivated and customer-focused If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firmRunestad Financial ServicesinFort Wayne INis seeking to add a Financial Advisor to our Team!
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals as well as existing clients. Initial duties include working alongside the main Advisor servicing existing clients making active outbound calls to set appointments with prospects and existing clients client relationship building and participation in public seminars including introducing the main Advisor.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build a client base
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 3 years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational prioritization interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook Excel Word and PowerPoint)
- Experience with Redtail/CRM preferred but not required
Position Responsibilities:
- Prepare present and implement customized financial plans
- Assist clients with annuities life long-term care and managing money
- Provide financial planning advice to include investment insurance and retirement
- Develop manage and retain strong client relationships
- Assist the main Advisor with meeting individual and team goals
- No cold calls; we provide access to the best leads
Salary:
- based on experience
Benefits:
- Health Insurance Stipend
- 401k
- PT0
Presented by Advisor Employee ServicesThank you for your interest in the Financial Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
