Financial Services Professional

1 day ago


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

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:
  • Prepare, present, and implement customized financial plans for clients.
  • 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.
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 offer a dynamic and supportive work environment that allows our Financial Advisors to grow and succeed. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply today.



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