Financial Services Professional

3 weeks ago


Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

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.



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