RUNESTAD FINANCIAL SERVICES, LTD.
Join to apply for the
Financial Advisor
role at
RUNESTAD FINANCIAL SERVICES, LTD.
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm
Runestad Financial Services
in
Fort Wayne, IN
is seeking to add a Financial Advisor to our Team!
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 access to the best leads
based on experience
Health Insurance Stipend
401k
PT0
Qualifications
Strong initiative
Ability to market to local clients
Persistence
An entrepreneurial perspective to build a client base
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
Seniority level
Associate
Employment type
Full-time
Job function
Finance and Other
Fort Wayne, IN
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Financial Advisor
role at
RUNESTAD FINANCIAL SERVICES, LTD.
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm
Runestad Financial Services
in
Fort Wayne, IN
is seeking to add a Financial Advisor to our Team!
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 access to the best leads
based on experience
Health Insurance Stipend
401k
PT0
Qualifications
Strong initiative
Ability to market to local clients
Persistence
An entrepreneurial perspective to build a client base
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
Seniority level
Associate
Employment type
Full-time
Job function
Finance and Other
Fort Wayne, IN
Get notified about new Financial Advisor jobs in
Leo, IN .
Fort Wayne, IN $80,000.00-$100,000.00 6 days ago
Fort Wayne, IN $130,000.00-$180,000.00 3 weeks ago
Fort Wayne, IN $50,000.00-$75,000.00 3 weeks ago
Fort Wayne, IN $50,000.00-$125,000.00 2 weeks ago
Fort Wayne, IN $74,100.00-$147,800.00 1 week ago
Fort Wayne, IN $90,000.00-$100,000.00 22 hours ago
Fort Wayne, IN $50,393.30-$65,007.36 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr