Wealth Management Advisor

Job Summary We are seeking a Wealth Management Advisor to join our team and empower clients to achieve their financial goals. In this role, you will provide expert guidance on a broad range of financial services, including investment management, estate planning, tax strategies, and cash management. Your expertise will help clients navigate complex financial concepts and develop personalized wealth strategies that align with their aspirations. This position offers an exciting opportunity to make a meaningful impact by building strong client relationships and delivering tailored financial solutions that foster long-term success. Responsibilities Develop comprehensive financial plans by analyzing clients' current financial situations, including assets, liabilities, income, and expenses. Advise clients on investment management strategies, securities law compliance, and portfolio management to optimize their wealth growth. Assist clients with estate planning needs such as wills, trusts, and estate law to ensure their assets are protected and transferred according to their wishes. Conduct detailed financial analysis using advanced financial software to evaluate investment opportunities and risk factors. Educate clients on various financial concepts including tax efficiency, cash flow management, and accounting principles relevant to personal wealth. Maintain ongoing relationships through regular reviews of client portfolios and adjusting strategies based on market conditions and client objectives. Stay current with industry regulations, securities law updates, and best practices in financial services to ensure compliance and deliver accurate advice. Requirements Training provided! License sponsorship. Full benefits + Pension

NATIONAL TOP 10 RANKING OF SUCCESS 2025

#4 team for overall advisor productivity & #7 team for new advisors 2024: #2 & #1 for previously aforementioned metrics 2023: #4 & #6 for previously aforementioned metrics 2022: #10 & #10 for previously aforementioned metrics 2021: #3 & #1 for previously aforementioned metrics

THIS CAREER OFFERS YOU

The ability to positively impact someone else's life. Personalized mentoring and award-winning training. Partnership with industry leader and Fortune 100 firm. Health benefits, deferred compensation, a defined benefit plan and pension.

THIS IS NOT

Selling to your friends and family. Calling everyone you know. Commission only. Insurance only.

THIS IS:

Integrated and comprehensive financial planning Delivered through a 1:1 relationship with human touch In a business you

• without a restrictive, non-compete.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (80 percent) find their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you:

• You know how to connect with people, building personal and trusted relationships.
• You're a driven person who's committed to succeeding.
• You're ready to earn more for your hard work.
• You enjoy helping people make more informed, confident decisions.
• You're ready to live the life you want, both personally and professionally.
• You have a big vision for your life and are looking for the right opportunity to help you get there.

Accolades FORTUNE's "World's Most Admired Companies" Crains Detroit Business "Best Places to Work 2023" DBusiness "Top Corporate Culture Award 2024" Forbes "Best Large Employer, Best Employer for Diversity, Women" Business Week "Best Places to Launch a Career" Glassdoor.com "Best Places to Work" Ranked among the Top 10 independent Broker-Dealers by Total Revenues Pay range and compensation package Commission structure to support early development Renewable income Bonus programs and expense allowances Stipend programs pension Average 1st year advisor income 2025 $140-180k Equal Opportunity Statement We are committed to diversity and inclusivity.

Pay:

$140,000.00

• $180,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid training Referral program Retirement plan Vision insurance

Work Location:

Hybrid remote in Fort Wayne, IN 46802