Financial Advisor

MBC Talent Connections; Fort Wayne (IN); Sur place; USD 65 000 - 85 000; Plein temps

Avantages offerts par ce poste

65% payout structure

Flexible 1099 or W2 options

Benefits for W2 employees

Transition and sign-on support

Strong operational support

Résumé du poste

MBC Talent Connections is looking for a Senior Financial Advisor based in Fort Wayne, Indiana, with over 10 years of wealth management experience. This role offers remote/hybrid flexibility and supports the growth of your advisory practice through strong operational support.

The ideal candidate has an active Series 7 license, an established book of business, and excels in client relationship management. Attractive payout structures and additional benefits are available for W2 employees.

Qualifications

• 10+ years of wealth management experience.
• Active Series 7 license required.
• Series 66 preferred.
• Established book of business preferred.
• Strong client relationship and communication skills.
• Growth-focused and entrepreneurial mindset.

Responsabilités

• Manage and grow an existing client base.
• Build and maintain relationships with high-net-worth clients.
• Develop personalized financial strategies.
• Identify opportunities to expand client relationships.

Connaissances

Wealth management experience

Client relationship skills

Communication skills

Entrepreneurial mindset

Outils

Series 7 license

Series 66 license

Description du poste

Senior Financial Advisor -Remote/Hybrid

Opportunity Overview

Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

This opportunity is ideal for advisors looking for:

• Greater control over income
• More time focused on client relationships
• Less administrative responsibility
• Resources to support continued growth

Responsibilities

• Manage and grow an existing client base
• Build and maintain long-term relationships with high-net-worth clients
• Develop personalized financial strategies
• Identify opportunities to expand client relationshipsFocus on higher-value advisory services

Qualifications

• 10+ years of wealth management experience
• Active Series 7 license required
• Series 66 preferred
• Established book of business preferred
• Strong client relationship and communication skills
• Growth-focused and entrepreneurial mindset

What's Offered

• 65% payout structure
• Flexible 1099 or W2 options
• Remote/hybrid flexibility
• Benefits available for W2 employees
• Transition and sign-on support
• Strong operational and back-office support
• Ability to focus on growing your advisory practice

Ideal Candidate

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.