Financial Advisor - RIA Firm - Leo

Financial Advisor

Runestad Financial Services, a well‑established and growing financial firm in Fort Wayne, IN, seeks a self‑motivated, customer‑focused Financial Advisor to join our team.

The Financial Advisor will work closely with clients, building long‑term relationships, preparing, presenting, and implementing customized financial plans, and providing financial planning advice—including investment, insurance, and retirement. You will accompany the main Advisor at public seminars, set appointments with prospects, and help meet individual and team goals.

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• Entrepreneurial perspective to build a client base
• Persuasive ability

• College degree preferred
• 3+ years of financial services experience with an emphasis on sales
• Life and Health licensed;
  Series 65
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills (verbal and written)
• Proficient with MS Office Suite (Outlook, Excel, Word, PowerPoint)
• Experience with Redtail/CRM preferred but not required

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, long‑term care, and money management
• Provide financial planning advice on investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Assist the main Advisor with meeting individual and team goals
• No cold calls; leads will be provided

Based on experience.

• Health insurance stipend
• 401(k)
• PT0

Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role.