What are the responsibilities and job description for the Financial Planning Specialist position at RUNESTAD FINANCIAL SERVICES, LTD.?
Company Overview
Runestad Financial Services is a well-established and growing financial firm in Fort Wayne, IN, seeking to add a talented Financial Advisor to our team. Our company values long-term relationships, customer service, and expertise, making us an ideal fit for professionals who enjoy working closely with clients.
Job Description
As a Financial Advisor, you will have the opportunity to meet one-on-one with clients, develop customized financial plans, and provide expert advice on investment, insurance, and retirement. Your duties will include servicing existing clients, making outbound calls to set appointments, building client relationships, and participating in public seminars to promote our services.
Required Skills and Qualifications
To succeed in this role, you should have at least 3 years of experience in financial services, with a focus on sales. You should be proficient in MS Office Suite and have experience with Redtail/CRM software. Additionally, you should be able to market effectively to local clients and provide exceptional customer service.
Benefits
As a Financial Advisor at Runestad Financial Services, you can expect to grow your career in a dynamic and supportive environment. You will have opportunities to develop your skills, build strong relationships with clients, and contribute to the success of our team.
Others
If you are a motivated professional looking to advance your career in financial services, we encourage you to explore this exciting opportunity.
Runestad Financial Services is a well-established and growing financial firm in Fort Wayne, IN, seeking to add a talented Financial Advisor to our team. Our company values long-term relationships, customer service, and expertise, making us an ideal fit for professionals who enjoy working closely with clients.
Job Description
As a Financial Advisor, you will have the opportunity to meet one-on-one with clients, develop customized financial plans, and provide expert advice on investment, insurance, and retirement. Your duties will include servicing existing clients, making outbound calls to set appointments, building client relationships, and participating in public seminars to promote our services.
Required Skills and Qualifications
To succeed in this role, you should have at least 3 years of experience in financial services, with a focus on sales. You should be proficient in MS Office Suite and have experience with Redtail/CRM software. Additionally, you should be able to market effectively to local clients and provide exceptional customer service.
Benefits
As a Financial Advisor at Runestad Financial Services, you can expect to grow your career in a dynamic and supportive environment. You will have opportunities to develop your skills, build strong relationships with clients, and contribute to the success of our team.
Others
If you are a motivated professional looking to advance your career in financial services, we encourage you to explore this exciting opportunity.
