11 financial planner jobs found in Fort Wayne

Job Title: Accountant I - Tax/Compliance FLSA Status: Exempt Job Family: Finance Reporting Department: Finance Reporting Location: Corporate Office (Fort Wayne, IN)   JOB SUMMARY Responsible for assisting the tax team in providing timely and accurate financial information to management, tax authorities, regulatory agencies, and auditors while being responsive to the needs of internal and external customers. Work with complex data and demonstrate the ability to analyze, interpret, and make decisions based on varying facts and circumstances.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare federal, state, and local tax returns and regulatory filings timely and accurately. Assist in the preparation of statutory and GAAP tax provisions....

Position Title Branch Banking - Client Consultant II   Location Fort Wayne, IN 46809   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve growth targets and...

Job Title: Payroll Processor I FLSA Status: Non-Exempt Job Family: Brotherhood Works - Payroll & HR Department: Brotherhood Works - Payroll & HR Location: Corporate Office (Fort Wayne, IN)   JOB SUMMARY Responsible for entering data, processing payroll and providing customer support for Brotherhood Works clients and the Brotherhood Works department. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Process, verify and transmit payrolls accurately and in a timely manner on the software system for assigned Brotherhood Works clients. Input client data, process paperwork, coordinate meetings and calendars, and perform all administrative functions. Demonstrate procedural knowledge needed to respond to routine questions from...

Job Title: Account Representative - Agency Services FLSA Status: Non-Exempt Job Family: Sales Department: Customer Service - Agency Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Act as a liaison between the insured, agency, and company to professionally provide superior customer service resolving any policy issues and concerns with accuracy and efficiency within scope of authority in a manner that maintains and enhances agent and customer loyalty and satisfaction. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Respond as the first point of contact for all insured and agent communications regarding all service requests and delegate workflow appropriately. Within assigned authority, perform non-licensure requests...

Position Title Branch Banking - Client Consultant II   Location Fort Wayne, IN 46805   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve growth targets and...

Position Title Branch Banking - Client Consultant II   Location Fort Wayne, IN 46808   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve growth targets and...

Job Title: Business Analyst II FLSA Status: Exempt Job Family: Information Technology Department: IT - Business Assurance Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Participate in business analysis and research efforts for corporate projects, in order to gain a preliminary understanding and help provide appropriate documentation to support the fulfillment of assigned projects, as well as help maintain consistency within the design of our applications and processes. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Act as liaison between the business stakeholders, development teams and support teams to resolve functional and technical issues, and to review opportunities to create new functionality which supports the...

Job Title: Account Specialist - Agency Services FLSA Status: Non-Exempt Job Family: Sales Department: Customer Service - Agency Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Act as a liaison between the insured, agency, and company to professionally provide superior customer service resolving any policy questions, changes, and concerns with accuracy and efficiency. Readily identify coverage needs through developing deep customer relationships and elevating industry forms knowledge. Provide support to the producer from policy issuance as outlined within the agency contract. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Resolve basic questions/issues within established guidelines and workflow expectations according to...

Job Title: Internal Auditor FLSA Status: Exempt Job Family: Finance Department: Finance Reporting  Location: Corporate Office (Fort Wayne, IN)   JOB SUMMARY Assist in the performance of independent and objective assurance and consulting activities for the company. Interpret the results of test work and identify and make recommendations for improvement in operations. Promote effective controls throughout the organization, focusing primarily on ensuring compliance with the Model Audit Rule (MAR).   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Execute the approved annual audit plan in accordance with departmental and professional standards. Provide reasonable assurance that risk management, control, and governance systems are...

Job Title: Accountant I - Affiliates FLSA Status: Exempt Job Family: Affiliates - Finance Department: Affiliates - Finance Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Assist the Affiliates finance team with the company’s Affiliates’ financial records by the input of all financial transactions including the review and processing of all affiliate entities cash disbursements and deposits, verifying the accuracy of all financial ledgers, and providing timely and accurate management reports.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal entries, enter financial transactions into the company ledgers, reconcile bank and account balances, and record...

Job Title: IT Auditor I (GRC Analyst I) FLSA Status: Exempt Job Family: Information Technology Department: IT - Information Security Location: Corporate Office (Fort Wayne IN) JOB SUMMARY Assist in executing governance, risk, and compliance activities, including internal IT audits, policy reviews, and collaboration with IT Management to ensure effective controls and regulatory compliance. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Learn and participate in the risk and control consulting for IT and business departments with understanding and fulfilling their responsibilities related to IT governance, risk, and compliance. Assist with assigned tasks from the IT Audit Plan as directed by team lead and management. Assist with...