Current jobs related to Financial Services Professional - Fort Wayne, Indiana - Citizens

  • Financial Services Professional

    2 weeks ago

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

    At 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

    2 weeks ago

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

    Financial 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

    3 weeks ago

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

    We 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

    2 weeks ago

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

    Financial Advisor OpportunityWe 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...

  • Financial Services Professional

    2 months ago

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

    Financial Advisor OpportunityAre you a motivated and customer-focused individual looking to expand your career in financial services? We are seeking a Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life,...

  • Financial Services Professional

    4 weeks ago

    Fort Wayne, Indiana, United States Citizens Financial Group, Inc. Full time

    Job Title: Financial AdvisorCitizens Financial Group, Inc. is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, 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...

  • Financial Services Professional

    3 weeks ago

    Fort Wayne, Indiana, United States Western & Southern Life Full time

    Financial 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 time

    Unlock Your Potential with Western & Southern LifeAre you a motivated and results-driven individual looking to build a successful career in financial services? Do you have a passion for helping others achieve their financial goals? If so, we invite you to explore the exciting opportunities available at Western & Southern Life.About the RoleAs a Financial...

  • Financial Services Professional

    3 weeks ago

    Fort Wayne, Indiana, United States Western & Southern Life Full time

    Unlock 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

    2 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*...

  • Customer Service Representative

    4 weeks ago

    Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled and customer-focused 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 plan participants, addressing their inquiries and concerns in a timely and professional manner.Key...

  • Business Development Manager

    3 weeks ago

    Fort Wayne, Indiana, United States PFS - Professional Financial Services Full time

    Assistant 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...

  • Financial Director

    4 weeks ago

    Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Financial Controller Job DescriptionOur client, a leading international organization, is seeking a highly skilled Financial Controller to join their team. As a key member of the finance department, you will be responsible for overseeing the financial operations of the local operations, ensuring the accuracy and integrity of financial data, and providing...

  • Customer Service Representative, Retirement

    3 weeks ago

    Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    Job 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

    2 weeks ago

    Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Accounts 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...

  • Customer Service Representative, Retirement Plan Specialist

    3 weeks ago

    Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    Job 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

    3 weeks ago

    Fort Wayne, Indiana, United States TruMark Financial Full time

    Job 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

    3 weeks ago

    Fort Wayne, Indiana, United States TruMark Financial Full time

    Job 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

    3 weeks ago

    Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Staff 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...

  • Chief Financial Officer

    3 weeks ago

    Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Director 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...

Financial Services Professional

2 months ago

Fort Wayne, Indiana, United States Citizens Full time
Job Summary

Citizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional virtual service and sales solutions.

Key Responsibilities
  • Proactively identify and sell a broad array of Investment and Insurance products to customers
  • Deliver personalized financial strategies to mass affluent clientele
  • Grow client assets and retain and acquire new clients through exceptional virtual service and sales solutions
  • Maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements
Requirements
  • Active Series 7, and 63), and life insurance licenses
  • Established track record of top-ranked sales performance
  • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
  • Able to adapt quickly to changing requirements or environments
What We Offer

Citizens offers competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

We are an Equal Employment Opportunity Employer and value diversity, equity and inclusion. Employment decisions are based solely on experience, performance, and ability.