Job Description
Join Bluegrass Wealth Partners as a Financial Advisor and transform your career while transforming lives. We're seeking passionate professionals to build client relationships and deliver personalized financial strategies in Lexington's thriving community. Our comprehensive training program and competitive compensation package include uncapped commissions, health benefits, and 401(k) matching. Grow your expertise in investment planning, retirement solutions, and wealth management while making a tangible impact on local families' financial futures.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends to optimize investment portfolios aligned with client goals
- Present complex financial concepts through clear, compelling client presentations
- Stay current with SEC regulations and FINRA compliance requirements
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 securities licenses (or willingness to obtain)
- 3+ years in financial services, client-facing role
- Proven track record in sales and relationship building
- Strong analytical skills with CFP or CFA designation preferred
- Exceptional communication and presentation abilities
- Kentucky residency preferred (or willingness to relocate)