Financial Services Professional
3 weeks ago
Financial Advisor Opportunity
We are seeking a highly motivated and experienced Financial Advisor to join our team at Runestad Financial Services, Ltd. in Fort Wayne, IN. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.
Key Responsibilities:
- Meet with clients one-on-one to discuss their financial goals and develop customized financial plans
- Assist clients with annuities, life, long-term care, and managing their finances
- Provide financial planning advice, including investment, insurance, and retirement planning
- Develop and manage strong client relationships
- Assist the main Advisor with meeting individual and team goals
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
Benefits:
- Health Insurance Stipend
- 401k
- PT0
At Runestad Financial Services, Ltd., we are committed to providing our clients with exceptional service and expertise. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply today.
-
Financial Services Professional
3 weeks ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeAt Runestad Financial Services, LTD., we are seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.The ideal candidate will have a strong initiative,...
-
Financial Services Professional
3 weeks ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.The Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients.Key responsibilities include:Working alongside the main Advisor to...
-
Financial Services Professional
4 weeks ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeWe are seeking a highly motivated and experienced Financial Advisor to join our team at Runestad Financial Services, LTD. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for helping clients achieve their financial goals.The Financial Advisor will be responsible for providing personalized...
-
Financial Services Professional
4 weeks ago
Fort Wayne, Indiana, United States Western & Southern Life Full timeFinancial Representative RoleThe Financial Representative is responsible for meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Key...
-
Financial Services Professional
4 weeks ago
Fort Wayne, Indiana, United States Western & Southern Life Full timeUnlock Your Potential at Western & Southern LifeAre you a motivated individual with strong interpersonal skills looking to grow in your career? If you're driven by new challenges and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company.As a...
-
Financial Services Professional
3 weeks ago
Fort Wayne, Indiana, United States Citizens Full time### Job SummaryWe are seeking a talented Financial Advisor to join our Wealth Management division. As a key role within our organization, you will be responsible for delivering personalized financial strategies to mass affluent clientele.### Key Responsibilities* Proactively identify and sell a broad array of Investment and Insurance products to customers*...
-
Business Development Manager
4 weeks ago
Fort Wayne, Indiana, United States PFS - Professional Financial Services Full timeAssistant ManagerAbout the Role:We are seeking a highly skilled and motivated Assistant Manager to join our team at PFS - Professional Financial Services. As an Assistant Manager, you will play a key role in ensuring the smooth operation of our branch, overseeing collections and underwriting activities, and developing and maintaining customer and dealer...
-
Customer Service Representative, Retirement
4 weeks ago
Fort Wayne, Indiana, United States Lincoln Financial Services Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our Retirement Plan Services team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, answering their questions and concerns regarding their retirement plans. You will work closely with our team to ensure that our...
-
Financial Specialist
3 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeAccounts Payable Specialist Role OverviewCreative Financial Staffing is committed to community outreach and employee volunteer events. The company seeks an experienced Accounts Payable specialist to join their accounting department.Key Responsibilities:Reconcile general ledger accounts at month-endAct as back-up to Accounts Receivable2-3 years of experience...
-
Fort Wayne, Indiana, United States Lincoln Financial Services Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our Retirement Plan Services team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and their beneficiaries. You will serve as the primary point of contact for inquiries and concerns regarding their retirement...
-
Financial Crimes Investigative Analyst
4 weeks ago
Fort Wayne, Indiana, United States TruMark Financial Full timeJob Title:Financial Crimes Investigative AnalystJob Summary:The Financial Crimes Investigative Analyst will play a critical role in developing and implementing effective fraud prevention strategies to ensure the integrity of our financial systems. This position will be responsible for analyzing complex data, identifying patterns and anomalies, and conducting...
-
Financial Crimes Investigative Analyst
4 weeks ago
Fort Wayne, Indiana, United States TruMark Financial Full timeJob Title: Financial Crimes Investigative AnalystThe Financial Crimes Investigative Analyst will play a critical role in developing and implementing effective fraud prevention strategies to ensure the highest level of performance and effective fraud detection.Key Responsibilities:Develop and maintain rules, machine learning models, and data sources to...
-
Senior Financial Analyst
4 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeStaff AccountantCreative Financial Staffing is seeking a highly skilled Staff Accountant to support the financial health of our clients. This is an excellent opportunity for a dedicated professional who thrives in a fast-paced environment and has a passion for numbers and accuracy.Key Responsibilities:Perform day-to-day accounting activities, including...
-
Financial Operations Manager
4 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeAccounting Manager OpportunityWe are seeking a highly skilled and motivated Accounting Manager to join our growing team at Creative Financial Staffing. As an Accounting Manager, you will play a crucial role in overseeing our accounting operations, ensuring financial accuracy, and driving efficiency.Key Responsibilities:Prepare and analyze comprehensive...
-
Chief Financial Officer
4 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeDirector of FinanceCreative Financial Staffing is seeking a highly skilled and experienced Director of Finance to join our team. As a key member of our organization, you will play a crucial role in helping us achieve our mission of providing financial expertise to community partners.Key Responsibilities:Cash Flow Forecasting: Develop and maintain accurate...
-
Automotive Financial Analyst
4 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeAbout UsCreative Financial Staffing is proud to partner with a leading automotive dealership, renowned for its exceptional customer service and extensive range of high-quality vehicles. We are seeking an experienced and detail-oriented Dealership Accountant to join our finance team, playing a vital role in maintaining the financial integrity of our...
-
Financial Operations Specialist
3 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeWe are seeking a meticulous Accounts Receivable Specialist to join our finance team at Creative Financial Staffing, a dedicated non-profit organization committed to making a positive impact in our community.This role is essential in managing our receivables and ensuring the financial stability of our organization, allowing us to continue our mission of...
-
Food Service Professional
3 weeks ago
Fort Wayne, Indiana, United States Creative Dining Services Full timeCreative Dining Services is seeking a skilled Food Service Professional to join our team at Lincoln Financial Group in Fort Wayne, IN. This role involves working with coffee breaks, receptions, and meals, including setup, service, and cleanup. As a Catering and Cashier, you will interact with customers and guests at events with professionalism and grace,...
-
Automotive Financial Specialist
4 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeAbout Our ClientCreative Financial Staffing is partnering with a leading automotive dealership to find an experienced Dealership Accountant to join their finance team.Key ResponsibilitiesThe ideal candidate will possess a strong understanding of GAAP and automotive accounting principles, with the ability to analyze financial data and identify areas for...
-
Financial Transaction Coordinator
4 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeAccounts Receivable OpportunityCreative Financial Staffing is working with a top client to identify a skilled Accounts Receivable professional who can support their accounting team.About the Company and OpportunityThe company has a great culture and loves giving back to their community, offering employees PTO to join community service programs.The...