Advisor Employee Services
Financial Advisor - RIA Firm - Leo, IN
Advisor Employee Services, Leo, South Carolina, United States
Financial Advisor
Runestad Financial Services in Fort Wayne, IN is seeking a Financial Advisor to join our expanding team. The role focuses on building long-term client relationships, providing comprehensive financial planning, and driving business growth through outbound prospecting and existing client stewardship.
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Entrepreneurial perspective for building a client base
Persuasive ability
Minimum 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
Position Responsibilities
Prepare, present, and implement customized financial plans
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
No cold calls; we provide the best leads
Salary Competitive, based on experience.
Benefits
Health Insurance Stipend
401(k)
Paid Time Off (PTO)
How to Apply If you feel you have the skills and passion to excel in this position, please apply today. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors across the nation. Explore more at https://aesplacement.com/
#J-18808-Ljbffr
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Entrepreneurial perspective for building a client base
Persuasive ability
Minimum 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
Position Responsibilities
Prepare, present, and implement customized financial plans
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
No cold calls; we provide the best leads
Salary Competitive, based on experience.
Benefits
Health Insurance Stipend
401(k)
Paid Time Off (PTO)
How to Apply If you feel you have the skills and passion to excel in this position, please apply today. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors across the nation. Explore more at https://aesplacement.com/
#J-18808-Ljbffr