Company Description
Kingsview Partners is a fee-based Wealth Management Partnership located in Greater Fort Wayne. We prioritize sound financial planning as the first step to successful investment management, providing specialized attention to meet each client's investment needs for long-term satisfaction. Our commitment is to our client's best interest, ensuring their long-term goals are not compromised by short-term desires. Our team is dedicated to understanding and exceeding client needs through careful planning, with a mission to earn trust every day.
Role Description
This is a full-time on-site role for a Wealth Management Advisor at Kingsview Partners. The Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, finance, and wealth management services on a daily basis.
- QualificationsFinancial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Knowledge of Wealth Management Services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Certifications such as CFP, CFA, or CMT are a plus
- Bachelor's degree in Finance, Economics, Business, or related field