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RUNESTAD FINANCIAL SERVICES, LTD.

Financial Advisor

RUNESTAD FINANCIAL SERVICES, LTD., Leo, South Carolina, United States

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Financial Advisor

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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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