Financial Services Professional
1 day ago
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.
- 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.
- 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.
-
Financial Services Professional
5 days ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeFinancial 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 days ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeFinancial Advisor RoleWe 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 Service Associate
2 weeks ago
Fort Wayne, Indiana, United States Raymond James Financial Incorporated Full timeJob SummaryRaymond James Financial Incorporated is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide high-quality administrative support to our financial advisors and clients.Key Responsibilities:Provide exceptional customer service to clients and...
-
Financial Professional III
2 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeCreative Financial Staffing is partnering with a leading business organization seeking a highly skilled Financial Professional III. Competitive salary up to $90k Key Highlights of this Opportunity: Be part of a dynamic and family-valued organization that prioritizes employee growth and development. Fantastic benefits package, including an aggressive 401k...
-
Financial Services Processor
23 hours ago
Fort Wayne, Indiana, United States Lincoln Financial Group Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Processor to join our team at Lincoln Financial Group. As a key member of our operations team, you will be responsible for processing and managing financial transactions, ensuring accuracy and efficiency in all aspects of your work.Key ResponsibilitiesProcess and verify...
-
Financial Services Professional
1 week ago
Fort Wayne, Indiana, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.The ideal candidate will have a proven track record of top-ranked sales performance and experience with virtual and phone-based...
-
Financial Services Professional
2 weeks ago
Fort Wayne, Indiana, United States Citizens Full timeAbout the RoleCitizens is seeking a highly skilled Financial Services Professional to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesClient Focus: Aspire to deliver world-class customer service, understanding client needs...
-
Financial Services Professional
2 weeks ago
Fort Wayne, Indiana, United States Citizens Full timeJob SummaryCitizens is seeking a highly skilled Financial Services Professional to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesClient Focus: Aspire to deliver world-class customer service, understanding client needs...
-
Financial Services Professional
5 days ago
Fort Wayne, Indiana, United States Amanda Elam - State Farm Agent Full timeJob OverviewWe are seeking a highly skilled Financial Services Representative to join our team at Amanda Elam State Farm Agent. As a key member of our agency, you will play a crucial role in marketing and selling financial products that help our customers manage everyday risks.Key ResponsibilitiesProvide expert financial planning and investment advice to...
-
Financial Services Internship
3 weeks ago
Fort Wayne, Indiana, United States SYM Financial Advisors Full timeAbout SYM Financial AdvisorsSYM Financial Advisors is a fee-only, employee-owned financial advisory firm that operates with a client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth...
-
Financial Services Professional
1 week ago
Fort Wayne, Indiana, United States Citizens Full timeJob SummaryCitizens 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 service and sales solutions.Key...
-
Financial Services Professional
1 week ago
Fort Wayne, Indiana, United States Citizens Full timeJob SummaryCitizens 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...
-
Financial Services Professional
1 week ago
Fort Wayne, Indiana, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.The ideal candidate will have a proven track record of top-ranked sales performance and experience with virtual and phone-based...
-
Financial Services Professional
1 week ago
Fort Wayne, Indiana, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.The ideal candidate will have a proven track record of top-ranked sales performance and experience with virtual and phone-based...
-
Insurance and Financial Services Professional
3 weeks ago
Fort Wayne, Indiana, United States Amanda Elam - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and experienced Insurance and Financial Services Professional to join our team at Amanda Elam - State Farm Agent. As a key member of our team, you will play a vital role in our daily business operations and customer success.Key ResponsibilitiesClient Relationship Development: Develop and maintain strong...
-
Consumer Loan Specialist
3 weeks ago
Fort Wayne, Indiana, United States CURO Financial Technologies Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Specialist to join our team at CURO Financial Technologies. As a Consumer Loan Specialist, you will play a critical role in assisting customers with their financial needs, providing exceptional customer service, and driving business growth.Key ResponsibilitiesCustomer Service:...
-
Customer Service Representative
2 days ago
Fort Wayne, Indiana, United States Lincoln Financial Services Full timeAbout 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...
-
Customer Service Representative
24 hours ago
Fort Wayne, Indiana, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Lincoln Financial Group. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring their needs are met.Key ResponsibilitiesRespond to customer...
-
Tax Professional
1 week ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeDynamic Tax Accountant/Enrolled Agent OpportunityAre you a seasoned Tax Accountant or Enrolled Agent seeking a challenging role within the financial services industry? Our esteemed client, Creative Financial Staffing, is a dynamic financial services firm actively searching for a talented individual to join their team. If you possess a deep understanding of...
-
Tax Professional
1 day ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeDynamic Tax Accountant/Enrolled Agent OpportunityAre you a seasoned Tax Accountant or Enrolled Agent seeking a challenging role within the financial services industry? Our esteemed client, Creative Financial Staffing, is a dynamic financial services firm actively searching for a talented individual to join their team. If you possess a deep understanding of...