Financial Advisor, Ft. Wayne, Indiana
We’re looking for a seasoned financial professional or career changer who is an integral part of their community. Are you driven to succeed, disciplined and passionate about helping others achieve their goals? Perhaps you've built a successful book, no longer feel valued and lack the support and ability to grow?
Our vision of this role is a tremendous opportunity to maintain and expand client relationships, putting the best interests of our clients first. Networking for new clients, referrals, participation in educational seminars are initiatives we embrace. Involvement in your community and cultural fit to match our core values of Teamwork, Enjoyment and Growth Mindset are paramount.
At Braun Wealth Management of NEST Capital, we own the client experience above all.
FINRA Series 7 and 66 (or 63/65) registrations along with applicable Life and Health Insurance licenses are required at a minimum.
About NEST Capital:
NEST Capital is a fast-growing, independent wealth management enterprise made up of over 35 FAs support staff managing over $1.7B AUM (as of October 31, 2023).
All of our advisors are fully equipped with Series 7 and 66 (or 63/65) securities registrations and life insurance licenses. We also have two CFP® professionals, a Registered Principal, two Chartered Retirement Planning CounselorSM, a Chartered Mutual Fund CounselorSM, a Certified Investment Management Analyst, two Accredited Domestic Partnership AdvisorsSM, a Certified Divorce Financial Analyst, Sports & Entertainment Accredited Wealth Management Advisor and a Master of Science Degree in Financial Planning within our ranks. We feel it is rare, indeed, to find over a hundred years of combined industry experience and that high level of certification and education within one team. Each of us brings a distinct set of experience and skills to the mix, coming together complimentarily in an effort to create an incredibly effective team.
Retirement planning is the heart of our business. We work with multiple generations to facilitate wealth accumulation, retirement income, wealth preservation, and wealth transfer. With unwavering disciplined commitment to our core investment management practices and beliefs, we endeavor to grow client assets during favorable market conditions, as well as preserve their wealth during rough times in the financial markets.
The use of CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. NEST Capital is a separate entity from WFAFN.
Job Type: Full-time
Weekly schedule:
- Monday to Friday
- Weekends as needed
Work setting:
Ability to Relocate:
- Fort Wayne, IN 46845: Relocate before starting work (Required)
Work Location: In person