Financial Services Professional

23 hours ago


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

We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.

The ideal candidate will have a strong initiative, positive attitude, and ability to market to local clients. They will also possess persistence, an entrepreneurial perspective to build a client base, and persuasive ability.

Key Responsibilities:

  • Prepare and present customized financial plans to clients
  • Assist clients with annuities, life, long-term care, and managing money
  • Provide financial planning advice on investment, insurance, and retirement
  • 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
  • PTO

We offer a competitive salary based on experience and a comprehensive benefits package. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply today.



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