Fortify your career!

Location: 

Fort Wayne, Indiana

What you will be doing:

As a Financial Advisor, you will assess financial needs and develop investment strategies and plans for our members. The preferred candidate will demonstrate strong interpersonal and communication skills, exceptional attention to detail, a commitment to accuracy, outstanding service, adaptability, and excellent time management abilities. This position is ideal for advisors seeking a role that eliminates the need for prospecting activities like cold calling, meeting strict contractual minimums, or being restricted to selling proprietary products.

Our Culture: 

Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. Being a community-focused organization, we believe that investing in employees not only enhances individual health and potential, but it also contributes to the overall success of our organization and community. Our mission as a credit union is to build financial relationships with our members and be their trusted financial advisors.

Key Job Responsibilities:

• Maximize referral opportunities by identifying areas for improvement and providing tailored advice to enhance members' financial performance.
• Proactively promote and support financial plan creation and the managed money program as key strategies for gaining a comprehensive understanding of members' needs and delivering holistic financial solutions.
• Conduct annual meetings with each member to review the past year’s performance, set goals for the upcoming year, and develop strategies to enhance their portfolio.
• Attend board meetings and report on assigned areas of responsibility as requested or assigned.
• Communicate goals and direction with the CEO and Board of Directors to have a clear understanding of rules, policies, procedures and expectations.
• Oversee and provide leadership to the Financial Advisor Assistant, ensuring they are effectively supported and aligned with the team’s goals and objectives.

Required Skills:

• General experience and knowledge with computers and technological applications.
• Attention to detail, communication, analytical, time management, and organizational skills.
• Possess a strong financial acumen including insurance and investment knowledge with advanced skills in financial analysis.
• Ability to maintain confidentiality and act within members’ best interests.
• Demonstrated ability to lead and manage the team effectively, fostering collaboration and driving performance toward shared goals.
• Ability to comply with all legal and regulatory requirements using ethical judgement and integrity.

Qualifications:

• Required Experience: 5-10 years of investment management and/or financial planning experience and some management experience.
• Preferred Experience: 1-3 years of management experience.
• Required Certifications & Licenses: FINRA Series 7, 63/65 (or 66) securities licenses. Life and health insurance license.
• Preferred Education: Bachelor's Degree

Travel:

• Minimum travel 1-2 days a week within a 50-mile radius of Fort Wayne

Pay Structure:

• Base salary plus commission

Apply here

Location: 

Fort Wayne, Indiana (Dupont branch)

Job Summary:

Do you enjoy meeting new people and building relationships? Are you solution-focused and collaborate in solving problems? Do you love to analyze numbers and champion the financial success of others? Are you known for your integrity, attention to detail, people skills, and follow through on your commitments? If this sounds like you, we want to connect!

What you will be doing:

The Member Service Representative role is the catalyst position for our Credit Union’s continued growth. This position develops and creates relationships with our new members and problem solves to find financial solutions to help our members be successful. Your job will be to listen to the needs of our membership, originate loans, add products, advise on services, and partner as a trusted financial advisor through complex financial situations (Trusts, Estates, IRAs, etc.).

Our Culture:

We value the communities in which we live and serve. Our financial products and services are designed to build financial success and peace of mind for our members. The foundation of our success builds from 4 pillars: Employee Development, Member Engagement, Growth, and Easy Access.

Successful Candidate:

The successful candidate will embody our value of People Helping People! Creating an engaging experience, with the mindset and energy to greet each member enthusiastically and with the intention of being the best interaction they will have all day is what this role is all about! Accurately & effectively conduct financial transactions, proactively suggest products & services, and adhere to required regulations.

Key Job Responsibilities & Qualifications:

• Delight members through an exceptional member experience and educate them on products & services
• Confidentially support members with opening accounts, originate loans and credit cards start to finish, orchestrate complex financial situations for our membership, and advocate for member solutions
• Process monetary and card transactions efficiently and accurately along with other back up deposit operation functions
• Providing accurate information to members regarding their accounts and by acting in the best interest of the membership while adhering to required regulations such as Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD on a daily basis.
• High school diploma or equivalent required along with 1-3 years related experience