Servicing Financial Advisor

Vestia Personal Wealth Advisors•Fort Wayne, IN

11d•$90,000 - $125,000

About The Position

The Servicing Financial Advisor manages existing client relationships and formulates and implements financial advice. The role begins in partnership with a more experienced financial advisor and progresses toward independently managing client relationships and serving as the relationship lead. Servicing Financial Advisors work closely with Client Service Administrators to provide a consistently exceptional client experience. They are expected to cultivate referrals from clients they serve but are typically not expected to drive outside business development. The position is based in Fort Wayne, Indiana. Usual hours are 40 hours per week during normal business hours, with flex time and some remote work permitted with supervisor approval. From time to time, work outside standard business hours is required to accommodate physicians’ schedules. Travel may be needed for client relationship management, business development, other corporate functions, and two off-site team retreats each year; the employee must be able to transport themselves. Vestia Personal Wealth Advisors describes itself as a rapidly growing financial planning firm with primary locations in Nashville, Tennessee, and Fort Wayne, Indiana, and team members in other locations across the country. The firm embraces diversity and equal opportunity. The role offers a salary range of $90,000–$125,000 and a potential path to partnership. The growth path may include professional certifications and promotion to Lead Financial Advisor after at least three years in a servicing role.

Requirements

Bachelor’s degree or equivalent work experience.
Series 65 License or equivalent.
Life & Health Insurance License, to be attained within 30 days of hire.
Proficiency in Microsoft Office applications and ability to quickly learn other software applications as needed.
Interpersonal skills and ability to move clients to action.
Outstanding time management and organizational skills.
Excellent written communication skills.
Must be located or willing to relocate to the Nashville area.

Nice To Haves

CERTIFIED FINANCIAL PLANNER™ (CFP®) training program or certification.
Three years of financial industry experience, or five years of customer service or social sector experience, such as education, police, or social work.
Experience with MoneyGuidePro, Salesforce, and Black Diamond or similar programs.

Responsibilities

Communicate regularly with assigned clients to provide ongoing advice and recommendations.
Develop niche expertise within the firm and its practice groups in preparation for a lead financial advisor role.
Prepare financial planning recommendations and work with the team to oversee and help execute them.
Participate in and/or conduct client meetings.
Collaborate with team members from all service lines to best serve clients.
Enter data in financial planning or tax management software and ensure its ongoing accuracy.
Implement financial planning recommendations.
Monitor financial plans and communicate with clients.
Update financial planning recommendations.
Participate in client meetings and take thorough notes as directed by more experienced financial advisors, tax specialists, or estate planning attorneys.
Coordinate with Client Service Administrators on follow-up after client meetings.
Network through face-to-face and electronic means to build business connections.
Function as a backup for Lead Financial Advisors.
Maintain confidentiality of client information.
Complete other duties as assigned.
Work a flexible schedule, including occasional evening client meetings, and travel as needed for firm business and off-site team retreats.
Cultivate referrals from clients served.