Support Financial Advisor

Job Summary

The Support Advisor oversees support team operations, ensures quality control, and serves as the subject matter expert for planning processes, workflows, and data integrity. This role mentors junior support team members and drives efficiency across the firm.

JOB DESCRIPTION

Locations Available

Fort Wayne, IN

Salary Range

$70,000 - 90,000

FLSA Status

Salaried Non-exempt (overtime eligible)

Reports to

Lead Financial Advisor

Equal Opportunity is Real Here

Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be!

Primary Responsibilities Include

• Lead and oversee all planning preparation, workflows, and processes for the support team
• Review and approve the work of Associate and Support Advisors before submission to advisors
• Train new team members on planning software, CRM systems, processes, and workflows
• Own complex or multi-step planning tasks (e.g., tax estimates, retirement modeling, advanced analysis)
• Serve as the primary support resource for high-net-worth and complex clients
• Develop new processes and continuously improve existing systems for efficiency and accuracy
• Manage delegation and workload distribution across the support team
• Coordinate with advisors and operations to drive consistency and workflow alignment
• Identify gaps or inefficiencies and proactively implement solutions

Travel

* Travel as needed to facilitate client relationship management, support business development, or accomplish other corporate functions, and attend two off-site team retreats each year. Ability to transport oneself is necessary.

Required Experience / Qualifications

• Advanced knowledge of firm systems and planning software
• Strong leadership, mentoring, and communication skills
• Expertise in planning data, modeling, and accuracy
• High degree of ownership and problem-solving ability
• Progress toward or completion of CFP® preferred

Preferred Experience / Qualifications

• Bachelor’s degree in finance, accounting , or business
• 5+ years financial industry
• Experience in client facing roles

Growth Path Next Steps Could Likely Include the Following

* Promotion to Servicing Financial Advisor

Benefits Include

• Health Insurance Plan
• 401k and Profit-Sharing Plan
• Success Sharing Bonus
• Flex Time and Paid Time Off
• Parental Leave Policy

ALL ROLES REQUIRE WILLINGNESS TO BE A CONSISTENT EXAMPLE OF OUR CORE VALUES

OUR NICHE

We help the highest caliber physicians achieve *Wealth that Matters™*

OUR PURPOSE

We help remarkable people thriVe

OUR VALUES

1. Give a Surplus – We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.

2. Never Let Them Guess – We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, especially when it’s tough.

3. Raise Your Hand – We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.

4. Model *Wealth that Matters*™ – We value relationships over money. We build our legacies daily by being intentional with our time.

5. Fly in the V-Formation – We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.

Pay: $70,000.00 - $90,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Parental leave
• Vision insurance

Application Question(s)

* Which licenses or professional designations do you currently hold?

- Series 7, Series 63, Series 65, Series 66, Life & Health Insurance, CFP®

* Briefly describe any experience you have working directly with clients or supporting an advisor, financial professional, or client-facing team.

Education

* Bachelor's (Required)

Experience

* financial planning: 2 years (Required)

Work Location: Hybrid remote in Fort Wayne, IN 46804