Financial Advisor in Fort Wayne,,IN,US

Job Summary We are seeking an experienced Financial Advisor to join our team. The successful candidate will provide experienced financial guidance to high-net-worth individuals, families, and businesses, helping them achieve their financial goals. The Financial Advisor will be responsible for developing and implementing comprehensive investment plans, managing client relationships, and identifying new business opportunities. Key Responsibilities Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives Serve as the 'Servicing Advisor' on existing practice clients, as needed Build, update and implement comprehensive investment plans, including investment, tax and estate planning strategies, and retirement planning for new and existing clients Conduct financial analysis and provide recommendations on investment strategies, asset allocation, and risk management Collaborate with other financial professionals, such as attorneys and accountants, to provide integrated financial solutions Identify and pursue new business opportunities, including networking and marketing efforts Stay up to date on industry trends, regulatory changes, and market developments Mentor and support junior financial advisors in their professional development Participate in business development and growth initiatives Requirements Bachelor's degree in finance, accounting, or related field Professional certifications, such as CFP or CIMA Hold an active Series 7, Series 66 securities registrations and both Life & Health Insurance Licenses Minimum 5-7 years of experience in investment planning and wealth management Track record of success in developing and maintaining client relationships Strong analytical, communication, and interpersonal skills Ability to work independently and as part of a team Strong knowledge of investment planning software and technology Preferred Qualifications An existing book of business of transferable client business, strongly preferred Additional professional certifications, such as

CAIA, CPA, CFA

Experience working with high-net-worth clients Familiarity with investment planning software, such as eMoney