Overview

As a Private Wealth Advisory Practice with clients across the nation, we support client relationships from our offices in Fort Wayne and Indianapolis, Indiana. Advisors in our group have extensive experience in helping clients preserve and grow their wealth. We possess the capabilities and resources to provide customized recommendations and support for tax, estate, advanced investment strategies, and retirement planning. We help clients step back and explore the full range of opportunities their wealth can bring.
We are currently looking for an advisor to take on the role of Director of Financial Planning. The director of financial planning will develop financial planning strategies for existing clients, as well as for a current integrated client base. This position offers a competitive salary and substantial incentive compensation for successfully developing a financial planning practice within our existing organization and clientele. Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned by the employing franchise owner.

Desired Qualifications:
• Ability to meet with clients and present planning strategies
• Articulate with excellent interpersonal verbal and written communication skills
• Entrepreneurial perspective and desire to grow the business
• Ability to recommend suitable investment products and services
• Success at planning and managing to run practice optimally
• Ability to adhere to rules and regulations as required
• Possess a current client base to integrate into a larger team

Education and Other Designations:
• Bachelor’s degree in Accounting or Finance; MBA preferred
• CFP designation preferred
• 3-5 years of similar experience
• Federal and state licenses and registrations for securities, including: Series 7, Series 66, and state life, accident, and health insurance licenses


Last Activity
6 months or more

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