Job Description
Join our award-winning financial advisory team in Lexington, KY and transform lives through strategic wealth management. At Bluegrass Wealth Management, we empower clients to achieve financial freedom through personalized investment strategies, retirement planning, and comprehensive wealth protection. We're seeking a driven Financial Advisor to expand our client base in the vibrant Bluegrass region while enjoying Kentucky's renowned quality of life.
Why Join Us?
- Comprehensive training program with industry-leading certifications
- Competitive compensation structure with uncapped commission potential
- Modern office in downtown Lexington with flexible work arrangements
- Access to advanced portfolio management tools and technology
- Strong referral network and established community presence
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews and market updates
- Analyze financial data to recommend investment strategies aligned with client goals
- Coordinate with tax professionals and estate attorneys for holistic wealth planning
- Conduct seminars and workshops to expand client acquisition channels
- Stay current on market trends, regulations, and financial products
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Minimum 3 years of experience in financial services or wealth management
- Active FINRA Series 7 and 66 licenses (or ability to obtain within 90 days)
- Proven track record of meeting sales targets and client acquisition
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Kentucky life/health insurance license (or ability to obtain)