Job Description
Join our dynamic team as a Financial Advisor in Lexington, KY and transform clients' financial futures. We're seeking a passionate professional to build personalized wealth strategies for individuals and families. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture that values your growth. This full-time role offers uncapped earning potential through competitive commission structures and performance bonuses.
Responsibilities
- Develop comprehensive financial plans including retirement, investments, tax optimization, and risk management
- Cultivate long-term client relationships through personalized financial guidance
- Conduct market analysis to identify emerging investment opportunities
- Present complex financial concepts clearly to diverse client audiences
- Collaborate with cross-functional teams to deliver holistic wealth solutions
- Stay current with financial regulations and industry best practices
- Maintain FINRA Series 7 and 66/63/65 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory or client-facing finance experience
- Active FINRA Series 7, 66/63/65 licenses required
- Proven track record in client acquisition and portfolio management
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- CFP designation preferred
- Kentucky residency required