Advisor Talent Solutions
Financial Advisor - RIA Firm - Leo, IN
Advisor Talent Solutions, Leo, South Carolina, United States
Financial Advisor
Runestad Financial Services, a well‑established and growing financial firm in Fort Wayne, IN, seeks a self‑motivated, customer‑focused Financial Advisor to join our team.
Job Overview The Financial Advisor will work closely with clients, building long‑term relationships, preparing, presenting, and implementing customized financial plans, and providing financial planning advice—including investment, insurance, and retirement. You will accompany the main Advisor at public seminars, set appointments with prospects, and help meet individual and team goals.
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Entrepreneurial perspective to build 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 (verbal and written)
Proficient with MS Office Suite (Outlook, Excel, Word, 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 money management
Provide financial planning advice on investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist the main Advisor with meeting individual and team goals
No cold calls; leads will be provided
Salary Based on experience.
Benefits
Health insurance stipend
401(k)
PT0
Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role.
#J-18808-Ljbffr
Job Overview The Financial Advisor will work closely with clients, building long‑term relationships, preparing, presenting, and implementing customized financial plans, and providing financial planning advice—including investment, insurance, and retirement. You will accompany the main Advisor at public seminars, set appointments with prospects, and help meet individual and team goals.
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Entrepreneurial perspective to build 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 (verbal and written)
Proficient with MS Office Suite (Outlook, Excel, Word, 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 money management
Provide financial planning advice on investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist the main Advisor with meeting individual and team goals
No cold calls; leads will be provided
Salary Based on experience.
Benefits
Health insurance stipend
401(k)
PT0
Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role.
#J-18808-Ljbffr