Financial Advisor

Clearwater Private Wealth Advisors

Job Description

Role

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.

\nCompany Description

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.

Company Description

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. \n 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.

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Vacancy posted 26 days ago

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