CAREER OPPORTUNITIES

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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.

Our team members are more like family. We seek to ensure that we are honoring their commitment to the firm as much as we do our clients. We currently offer competitive compensation, health insurance, 401K, Life, Disability and PTO. In addition, we have a work hard/play hard atmosphere. When we are not serving our clients, you may find us chatting about the daily morning brainteaser, grabbing lunch together or enjoying a company-sponsored spa day as a reward for doing an awesome job. We certainly recognize that our team members are what make our continued growth possible.

Current Job Openings:


Associate Advisor

Location: Fort Wayne office

Would your best friend describe you as curious and always looking for more? You’re intentional, client service driven, administratively superior, self-motivated and you find fulfillment in supporting others. Is the ability to help and serve others a top priority for you? You possess a high degree of integrity. Do you love working on a team and building relationships? Then, our well established and growing financial firm would like to talk to you!

What sets Howard Bailey apart is that our Associate Advisors primarily work with existing clients deepening the relationship, uncovering new opportunities and supporting our Financial Advisors. They are able to spend their time focusing on helping the client--rather than finding them. During the course of an Associate Advisor’s professional development, they will have the opportunity to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys learning, building relationships and consultative sales. This awesome relationship builder is certainly ambitious but more focused on the client, supporting others and possibly continuing to work in a supporting role for a number of years. This person will be a firm advocate of FOLLOW UP, FOLLOW UP, FOLLOW THROUGH. They understand that providing superior client service is absolutely what sets them (and us) apart from other financial firms. Duties include relationship building, document processing, servicing existing clients, client relationship building, researching the marketplace, ensuring that clients are aware of products that best meet their needs and then uncovering new opportunities.

Minimum Requirements:

  • College degree preferred
  • 2+ years of financial services experience with an emphasis on sales REQUIRED
  • 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 (Excel, Word & Power point)

Position Responsibilities:

  • Document preparation/processing
  • Performance review preparation
  • Assist clients with annuities, life, long-term care & managed money
  • Develop, manage and retain strong client relationships
  • Contribute to meeting individual and team goals
  • Assist the Financial Advisor in preparing, presenting and implementing customized financial plans

Key Traits:

  • Strong initiative
  • High emotional IQ
  • Glass half full mentality
  • Unstoppable level of persistence
  • High personal emphasis on learning and development
  • A passion for serving others
  • Stick-to-itiveness

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.


Chief First Impressions Specialist

Location: Fort Wayne office

At Howard Bailey Financial Inc., we are all about the WOW factor! We are a small, family-oriented firm that places a strong emphasis on client service and education. We encourage our team members to think outside of the box when it comes demonstrating our values, marketing to potential clients, problem solving and creating administrative processes that maximize efficiency.

Each member of our team is empowered to think of new, creative and cool ways of doing things. When we say that the sky is the limit—we really mean it! So if you would describe yourself as resourceful, highly organized, a definite leader with BIG ideas about how to organize and execute a front office that runs like a well-oiled machine, then we want to hear from you!

The Chief First Impressions Administrator will be an enthusiastic leader and front office ambassador. You will supervise our front office team, welcome clients, oversee administrative tasks, provide effective guidance and ensure that we are consistently demonstrating the WOW factor to our clients. You will be responsible for supervising and motivating team members on a daily basis. You will also be our contact point for all front office team members and advisors as well. You should be full of energy, innovative, friendly beyond all belief and your communication skills should be excellent.

Minimum Requirements:

  • Fantastic attitude
  • Outstanding personality
  • Absolute team player
  • Technically savvy with proficient skills with MS Office Suite
  • College degree
  • 2+ years of experience working in a professional office & fast-paced environment
  • Comfortable and familiar with CRM platforms

Essential Functions:

  • Warmly greet and welcome all clients to ensure they feel valued
  • Assist with logging leads and completing daily trackers
  • Assist with scheduling.
  • Run reports as needed.
  • Coordinate and manage the activities of front office team members engaged in greeting clients, answering phones, preparing meeting rooms, responding to prospects and performing general administrative.
  • Organize and assign duties and tasks to front office team members.
  • Monitor daily performance of front office team members to ensure duties are completed accurately, efficiently and timely.
  • Evaluate performance of front office team members and collaborate with Human Resources personnel.
  • Assist with interviews. Conduct training on front office policies and procedures.
  • Identify and recommend solutions to front office team members and office issues or problems.
  • Ensure high quality care for clients by reviewing and researching concerns or complaints and recommending action as appropriate.
  • Assist in overseeing the front office supplies inventory. Ensure supply purchases are cost efficient.

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.


Client Service Specialist

Location: Fort Wayne office

Our financial firm prides itself on providing the ULTIMATE client and team member experience! We are a family owned company that is focused on being the most trustworthy source of retirement planning advice. At Howard Bailey Financial Inc., we treat each client like part of the family and strive to always offer a white glove level of service. Our commitment to our clients is unparalleled and has provoked tremendous and rapid growth. And that is where you come in!

  • If you have a background in banking, finance, accounting or retirement services...
  • If your closest friends would describe you as optimistic, organized and a superior multi-tasker...
  • If you enjoy meeting new people and building relationships...
  • If you are the type of person that simply must see a task through to completion then we want to hear from you! You may be a great fit as a Client Service Specialist, with Howard Bailey, where YOU can make a direct impact on our client’s financial freedom!

Minumum Requirements:

  • A positive attitude, desire to be part of a team and the ability to place a high emphasis on client service
  • Intermediate computer skills desired
  • MUST HAVE previous work experience in Financial industry
  • Strong organizational skills and attention to detail
  • Ability to complete important client applications and transfer paperwork
  • Ability to demonstrate persistence and to follow through to achieve quality
  • Excellent communication - both verbal and written
  • Self-directed initiative
  • Sense of urgency

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
  • Be cross trained in processing both new business applications and service requests
  • Follow-up on pending business with clients including resolving issues
  • Work closely with advisors
  • Respond to client inquires

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.


Financial Advisor

Location: Mishawaka office

Would your best friend describe you as the ultimate go-getter? You’re highly driven, ambitious and self-motivated. Are you an outside of the box thinker? You’re creative, analytical and able to put together personalized solutions for clients. Is the ability to help and serve others a top priority for you? You possess a high degree of integrity. You are thoughtful, considerate and use sound judgement when serving clients. Do you love uncovering new opportunities and building relationships? Then our well established and growing financial firm would like to talk to you!

What sets Howard Bailey apart is that our Financial Advisors are provided leads and therefore, they can spend their time focusing on helping the client rather than finding them. This Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service—always putting clients first. Initial duties include servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.

Minimum Requirements:

  • College degree preferred
  • 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 (Excel, Word & Power point)

Position Responsibilities:

  • Prepare, present and implement customized financial plans
  • Assist clients with annuities, life, long-term care & managed money
  • Provide financial planning advice to include investment, insurance & retirement
  • Develop, manage and retain strong client relationships
  • Contribute to meeting individual and team goals

Key Traits:

  • Strong initiative
  • High emotional IQ
  • Glass half full mentality
  • Unstoppable level of persistence
  • An entrepreneurial perspective to build client base
  • Belief that you can sell ice to Eskimos

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.


First Impressions Specialist

Location: Fort Wayne office

Do you REALLY enjoy meeting new people? When riding in elevators or standing in the grocery store line, do you find it impossible NOT to strike up a conversation with those around you? Would you describe yourself as an “office ninja”? If you answered yes to these three questions, then we have the opportunity for you! Our wildly successful financial planning firm in Fort Wayne, IN, is seeking an enthusiastic, dynamic and extremely efficient Receptionist to ensure smooth day-to-day operations while providing WOW customer service to the firm’s prospects, clients and team members. The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Minimum Requirements:

  • Fantastic attitude
  • Outstanding personality
  • Proficient skills with MS Office Suite
  • HS Diploma
  • 2+ years of experience working in a professional office & fast-paced environment
  • Comfortable and familiar with CRM platforms
  • Proficient skills with MS Office Suite
  • Industry experience preferred, but not required

This position requires that you possess the following skills:

  • Strong organizational skills and strong attention to detail
  • Proficient with filing, phone systems, faxing and scanners
  • Excellent communication skills – both verbal and written
  • Calendar management
  • Polished interpersonal and presentation competencies
  • Exceptional phone skills
  • Sincere and caring attitude
  • Provide outstanding client service
  • Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work

Responsibilities/Office Administration:

This position will assist the team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

  • Answer phones & greet clients in a friendly, warm manner
  • Ensure vendor supplies and "extras" (drinks, snacks for clients) are stocked
  • Record notes from client conversation in an accurate manner
  • Enter and maintain database of clients and prospects
  • Manage filing system
  • Attend and contribute to team meetings
  • Maintain the office environment in immaculate and organized condition
  • Assist in organizing event supplies and promotional material
  • Assist in the coordination of various vendor/client events
  • Develop, mail, and analyze client satisfaction survey
  • Develop and mail letters to clients for various purposes upon request
  • Send the following to clients, but not limited to: Appointment Reminders, Thank You notes, Birthday letters, invitations, etc.
  • Prioritize daily tasks to be proactive in time management
  • General back up Support for all other positions consisting of varied tasks as needed

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.


Innovative Content Writer

Location: Fort Wayne office

Job applicants are drawn to Howard Bailey Financial because we are all about excellence, empowerment and outside-of-the-box thinking. We constantly seek better ways to get things done, and new and innovative ways to approach disseminating information. We have been experiencing phenomenal growth in all aspects of the business, and we are now looking for an internal journalist to seek out the biggest retirement trends and identify the best angles for editorial content. You will create compelling packages that include category-leading financial articles, authoritative reference content, and evocative social media posts that tell stories in an enthralling way. And, we will also use your expertise in evergreen brand copy and daily content pushes as well!

We’re looking for you if you:

  • Are skilled at understanding and assuming the brand voice as well as the voice of our Chief Visionary Officer.
  • Employ a journalistic approach to identify opportunities for new content.
  • Have a talent for producing articles that communicate complex financial topics in a very simple manner.
  • Have a knack for determining what audiences are searching for and delivering captivating content that answers their questions.
  • Enjoy working with digital media and take pride in collaboratively producing high quality content.

As the Innovative Content Writer, you will work full time in our Fort Wayne, Indiana, office within a newly-developed marketing team, charged with creating original ideas and developing a marketing strategy to distribute content in websites and digital media, books and printed publications, and social media.

You will write broad, authoritative articles and blog posts covering financial topics that deliver practical information for people at all stages of their fiscal journey—those looking to begin planning for their financial future and also those who are in retirement and looking to optimize their current strategies. You will write a broad range of work, including data-driven articles that provoke thought about industry-specific regulations, rules and even common money management myths. In addition, your work will provide guidance on best practices in navigating various financial decisions. The ultimate goal of your work will be expanding our readership and our reputation as the most trustworthy source of financial planning advice.

As an Innovative Content Writer, you will be empowered to:

  • Research timely topics, statistics and data that can be packaged as a resource for others across digital media.
  • Pair technical writing with creative, conversational storytelling to engage readers.
  • Work with our marketing team to identify traffic opportunities and write search-optimized content that delivers the best and most accurate answers to common questions and concerns.
  • Drive brand awareness by promoting articles on various social media platforms that connect clients and prospects through showcasing the brand’s expertise and authority.

Basic Qualifications:

  • Positive attitude
  • Bachelor’s degree in Journalism, Communications or the equivalent
  • 2+ years of writing experience (2 recent writing samples required)
  • Knowledge of financial and business industry
  • Long form content experience
  • Strong understanding of the concepts in previous works by the firm’s Chief Visionary Officer (podcast, published articles, email content, books, etc.)

To Apply:

Please include all of the following materials in a single document. (Please do not send emails with multiple attachments.)

  • A cover letter that describes your experience, interest in working with our fabulous firm, and a brief account of the book(s) that have most shaped you as a reader and writer.
  • A current résumé that includes your publication history and/or other relevant experience.
  • A list of the works you’ve edited, written or ghostwritten. (Feel free to edit out specific or confidential information). Include title, publisher, and date of publication.
  • 2–3 writing samples indicative of your interests and best work. (Links to existing books is acceptable, so long as we can preview the work easily and free of charge.) Please upload these in the same document that contains your résumé.

And, please explore our website to learn more about us and what we do!

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Give us a call at (866) 482-9559

Or email us at info@howardbailey.com.

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