What are the responsibilities and job description for the Financial Advisor position at Clearwater Private Wealth Advisors?
Clearwater Private Wealth Advisors – Fort Wayne, IN
Clearwater Private Wealth Advisors is a holistic, client‑centric advisory practice committed to delivering clarity, confidence, and long‑term financial stewardship. We serve individuals, families, and business owners seeking thoughtful guidance, disciplined strategy, and a relationship built on trust. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Clearwater Private Wealth Advisors is a separate entity from WFAFN.
We are seeking an experienced Financial Advisor with 10–15 years of advisory experience to join our Fort Wayne office. This role is ideal for an advisor who brings deep technical planning expertise, exceptional communication skills, and a proven ability to cultivate lasting client relationships.
Responsibilities
- Lead and manage an established client base with holistic investment planning.
- Build detailed investment plans using eMoney (cash flow, retirement, scenarios).
- Conduct ongoing client review meetings and provide strategic guidance.
- Advise on investments, retirement planning, tax‑aware strategies, insurance, and estate coordination.
- Collaborate with operations and compliance teams to help to ensure exceptional service.
- Support practice growth through referrals and professional networking.
Qualifications
- 10–15 years of experience as a Financial Advisor or Wealth Manager.
- eMoney skills preferred.
- Strong knowledge of investments, retirement planning, tax concepts, and insurance.
- Proven ability to build and retain long‑term client relationships.
- Series 7 & 66 (or equivalent) registrations, Life and Health Insurance license required.
What We Offer
- Competitive compensation (salary incentives).
- Strong operational and onboarding support.
- Collaborative, client‑focused culture.
- Opportunities for leadership and mentorship.
Pay: $120,000.00 - $160,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Experience:
- financial advisory: 10 years (Preferred)
License/Certification:
- Series 66 license or equivalent (Preferred)
- Series 7 license (Preferred)
Work Location: In person
Salary : $120,000 - $160,000