Wealth Advisor — Lead Path in Team-Based Planning

SYM Financial Corporation; Fort Wayne (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care and dental insurance

401(k) with 6% match

Paid time off and parental leave

Tuition and certification assistance

Job summary

A financial advisory firm in Indiana is seeking a motivated Financial Advisor to help clients achieve their financial goals. You'll manage client relationships, oversee investment portfolios, and collaborate with a team to deliver holistic wealth management. Ideal candidates have a Bachelor’s Degree and are proficient in financial planning software. Competitive pay, benefits, and a defined career path are offered, making this an appealing role for someone looking to make a significant impact in clients' lives.

Qualifications

• Proficient in financial planning and wealth management software.
• Exhibit excellent client-first listening and communication skills.
• Ability to manage multiple projects with detail-oriented focus.

Responsibilities

• Manage client relationships through ongoing contact and communication.
• Identify and provide exceptional client service across all planning aspects.
• Consult with other advisors on financial, estate, and tax planning.
• Lead client meetings and present comprehensive financial plans.

Skills

Client relationship management

Financial planning

Wealth management

Excellent communication skills

Attention to detail

Teamwork

Education

Bachelor's Degree from an accredited college or university

CFP designation

Tools

Microsoft Office Suite

Financial planning software

Job description

A financial advisory firm in Indiana is seeking a motivated Financial Advisor to help clients achieve their financial goals. You'll manage client relationships, oversee investment portfolios, and collaborate with a team to deliver holistic wealth management. Ideal candidates have a Bachelor’s Degree and are proficient in financial planning software. Competitive pay, benefits, and a defined career path are offered, making this an appealing role for someone looking to make a significant impact in clients' lives.