Career Opportunities

You’ve worked hard for your money.  We’ll work just as hard to help you protect and grow it.

At Howard Bailey Financial, our mission is to always seek a better approach, a better method, a better answer, and a better result to the financial challenges and objectives of the people we serve. At the base of our mission lie our values:

Current Job Openings

Office Administrator - Mishawaka Office (Opening July 2018)

Do you enjoy utilizing organizational, customer focused skills while handling the everyday occurrences in a successfully operating office?  Our established financial planning firm in Mishawaka, IN  is looking for an Office Administrator to play a key role in running and coordinating the day-to-day operations in a fast-paced office.  Our formula for success has been to put our customers first and treat them with honesty and integrity.  If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, please apply today!

Minimum Requirements:
• HS Diploma
• 2+ years of experience managing a busy office.
• Intermediate to Advanced skills with MS Office Suite

This position requires that you possess the following skills: 
• Ability to prioritize projects and manage time
• Provide outstanding customer service
• Excellent communication – both verbal and written
• Good-natured, positive attitude
• Self-directed initiative
• A desire for continuous learning
• Ability to adhere to complex regulatory and compliance requirements

Responsibilities:
Client Service:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

  • Answer phones & greet clients in a friendly, warm manner
  • Record notes from client conversation in an accurate manner and help with marketing events
  • Input prospects and keep database/CRM program up to date
  • Respond to client inquires on administrative questions

Office Administration:
Tasks related to assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include:

  • Set appointments
  • Manage Advisor's calendar
  • Keep database up to date and accurate
  • Order supplies and maintain office organization

Associate Advisor
Do you have a passion for the financial industry? Our fast¬ paced financial firm in Fort Wayne, IN is looking for a strong, detail orientated Associate Advisor!

Howard Bailey Financial is seeking hard-working, positive individuals to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you! Competitive compensation and benefits are an added perk to this opportunity!

Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!!

Minimum Requirements:
• College degree required
• 2 + years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65 preferred
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
• Experience with a CRM preferred, but not required

Position Responsibilities:
Prepare, present and implement customized financial plans
Assist clients with annuities, life, long-term care & securities
Provide financial planning advice to include investment, insurance & retirement
Develop, manage and retain strong client relationships
Assist main Advisor with meeting individual and team goals
Continued learning requirements, including Certified Financial Planner designation

Key Traits:
• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

Benefits: Health Insurance, 401K, Life, Disability and PTO.


New Business Team Member
Do you have a passion for the financial industry and knowledge of completing important client paperwork? Our fast-paced financial firm in Fort Wayne, IN is looking for a strong, detail orientated New Business Team Member.
 
Our financial firm is seeking hard-working, positive individuals to join our continuously growing team.  If you are seeking a company that cares about team members and clients, we want to talk to you!  Competitive compensation and benefits are an added perk to this opportunity!
 
Our office prides itself on providing the ULTIMATE client experience.  YOU can make a direct impact on our client's financial freedom!!
 
Minimum Requirements:
•Experience in processing new business paperwork in a financial office is required
•Intermediate computer skills desired including experience with Microsoft Office
•Experience with Annuity and Life Insurance accounts including completing applications and transfers
•Full understanding of Brokerage Accounts including Qualified and Non-Qualified Accounts

This position requires that you possess the following skills:
• Strong organizational skills and attention to detail
• Ability to complete important client applications and transfer paperwork
• Ability to demonstrate persistence to achieve quality
• Excellent communication – both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through

Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
• Prioritize day to day tasks and issues
• Operate with a proactive approach to advisors & clients
• Complete & process new client applications
• Respond to client inquires as needed
• Follow-up on pending business with companies and clients including resolving issues with new account set up
• Assist advisor with appointment preparation
• Complete service related items including beneficiary changes and withdrawal requests
 
Benefits: Health Insurance (employee only), 401K, Life, Disability and PTO.

If interested, please send resume to info@howardbailey.com

Equal Opportunity Employer M/F/D/V

 

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Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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