Job Description
Join Lexington's premier financial advisory firm and transform lives through strategic wealth management. We're seeking passionate Financial Advisors to build client relationships in Kentucky's thriving economic hub. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment. Start tomorrow with our streamlined onboarding process and begin your journey to financial success.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain client portfolios with diversified investment strategies
- Conduct comprehensive retirement planning and risk management analyses
- Lead educational workshops on financial literacy and wealth preservation
- Collaborate with legal/tax professionals for integrated client solutions
- Utilize CRM systems to track client goals and performance metrics
- Maintain FINRA Series 7/66 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Active FINRA Series 7 and 66/63/65 licenses
- Strong understanding of KYC/AML compliance requirements
- Exceptional communication and presentation skills
- Ability to analyze complex financial data and market trends
- Self-motivated with entrepreneurial mindset
- Valid Kentucky driver's license