Top 3 Certified financial planner Jobs in Fort Wayne In

Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply

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Certified Financial Planner Professional

Galecki Financial Management
Fort Wayne, IN

Quick Apply

Job Details

Full-time
From $100,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Financial planning software
Teamwork
Customer relationship building
CFP
Interpersonal skills
Business development
Bachelor's degree
Portfolio management advisory services
Investment client management
Sales management systems proficiency
Financial services
CRM system proficiency
Productivity software
Account management
Retirement planning advisory services
Technical Proficiency

Full Job Description

Financial Planner, CFP® Professional

Position Summary

We are seeking an experienced and client-focused Financial Planner to join our growing wealth management team. The ideal candidate is a CERTIFIED FINANCIAL PLANNER™ professional with a passion for building long-term client relationships and delivering comprehensive financial advice.

This role is responsible for leading client relationships, developing personalized financial plans, collaborating with internal team members, and serving as a trusted advisor to individuals and families.

The successful candidate will demonstrate strong technical expertise, exceptional communication skills, and a commitment to always acting in clients’ best interests.

Key Responsibilities

Client Relationship Management

Cultivate prospective client leads.
Serve as the primary advisor for an assigned group of client relationships.
Lead client meetings and maintain ongoing communication with clients and their families.
Build trusted, long-term relationships through proactive outreach and exceptional service.
Identify evolving client needs and recommend appropriate planning strategies.
Collaborate with support staff and other advisors to ensure a seamless client experience.

Financial Planning

Develop, implement, and monitor comprehensive financial plans.
Provide advice related to:

o Retirement planning

o Investment management

o Tax planning strategies

o Estate planning coordination

o Insurance and risk management

o Education funding

o Cash flow and debt management

Analyze client data and prepare recommendations using financial planning software.
Monitor client progress and adjust strategies as goals and circumstances evolve.

Business Development

Cultivate relationships with centers of influence, including attorneys, CPAs, and other professionals.
Participate in networking events, educational seminars, and community activities.
Support the firm's business development initiatives through referrals and strategic relationship building.
Contribute to the growth and retention of the firm's client base.

Team Collaboration

Work closely with team members to deliver an exceptional client experience.
Maintain accurate and timely client records and documentation.
Stay current on industry trends, regulatory requirements, and best practices.

Qualifications

Required

CFP® certification in good standing.
Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
A minimum of 3 years of experience independently leading client relationships within a financial planning or wealth management firm.
Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
Excellent verbal and written communication skills.
Demonstrated ability to build trust and manage multiple client relationships effectively.
Proficiency with financial planning software, CRM systems, and Microsoft Office applications.

Preferred

Experience working in a Fee-Only or fiduciary advisory environment.
Experience with tax planning and estate planning coordination.

Compensation and Benefits

We offer a competitive compensation package that includes:

Starting salary based on industry experience and qualifications
Incentive compensation opportunities through new business advisor bonus
Health, dental, ST and LT disability, and life insurance
Health club membership
Retirement plan with employer contributions
Paid time off and holidays
Continuing education and CFP® renewal support
Professional development opportunities

Pay: From $100,000.00 per year

Benefits:

401(k) matching
Dental insurance
Disability insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

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Certified Financial Planner Professional

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