• Job Description

  Req#: 158232

  Job Details

  Job Location: Dupont - Fort Wayne, IN

  Position Type: Full Time

  Salary Range: Undisclosed

  Job Category: Finance

  Job Overview

  Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. Being a community-focused organization, we believe that investing in employees not only enhances individual health and potential, but it also contributes to the overall success of our organization and community. Our mission as a credit union is to build financial relationships with our members and be their trusted financial advisors.

  As a Financial Advisor, you will assess financial needs and develop investment strategies and plans for our members. The preferred candidate will demonstrate strong interpersonal and communication skills, exceptional attention to detail, a commitment to accuracy, outstanding service, adaptability, and excellent time management abilities. This position is ideal for advisors seeking a role that eliminates the need for prospecting activities like cold calling, meeting strict contractual minimums, or being restricted to selling proprietary products.

  Job Type: Full-Time

  Location: Fort Wayne, IN

  Pay Structure: Base salary plus commission

  Travel: Minimum travel 1-2 days a week within a 50-mile radius of Fort Wayne

  Responsibilities:

  • Maximize referral opportunities by identifying areas for improvement and providing tailored advice to enhance members' financial performance.
  • Proactively promote and support financial plan creation and the managed money program as key strategies for gaining a comprehensive understanding of members' needs and delivering holistic financial solutions.
  • Conduct annual meetings with each member to review the past year’s performance, set goals for the upcoming year, and develop strategies to enhance their portfolio.
  • Attend board meetings and report on assigned areas of responsibility as requested or assigned.
  • Communicate goals and direction with the CEO and Board of Directors to have a clear understanding of rules, policies, procedures and expectations.
  • Oversee and provide leadership to the Financial Advisor Assistant, ensuring they are effectively supported and aligned with the team’s goals and objectives.

  Skills & Qualifications

  
  

  Required Skills:

  • General experience and knowledge with computers and technological applications.
  • Attention to detail, communication, analytical, time management, and organizational skills.
  • Possess a strong financial acumen including insurance and investment knowledge with advanced skills in financial analysis.
  • Ability to maintain confidentiality and act within members’ best interests.
  • Demonstrated ability to lead and manage the team effectively, fostering collaboration and driving performance toward shared goals.
  • Ability to comply with all legal and regulatory requirements using ethical judgement and integrity.
    

  Qualifications:

  • Required Experience: 2-10 years of investment management and/or financial planning experience and some management experience.
  • Preferred Experience: 1-3 years of management experience.
  • Required Certifications & Licenses: FINRA Series 7 and 63/65 (or 66) securities licenses. Life and health insurance license.
  • Preferred Education: Bachelor's Degree
    

  Benefits:

  • Education/Scholarship Assistance
  • Training/Career Development Programs
  • PTO & 13 Paid Holidays
  • Pension & 401k Retirement Plans
  • Health/Dental/Vision Insurance Plans
  • Flex Spending Account & Health Reimbursement Arrangement
  • Employer Paid Life & Voluntary Life Insurance
  • Employer Paid Short-Term & Long-Term Disability
  • Accident, Critical Illness, & Hospital Confinement Plans

• About the company

  Fort Financial Credit Union has been serving members faithfully since 1946. In these days when national, impersonal financial institutions are swallowing up the local bank, Fort Financial offers something different. It’s called the “personal touch.” In...

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