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Wealth Advisor — Lead Path in Team- Planning
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-01-17
Listing for:
SYM Financial Corporation
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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.
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