Job Description
Join our dynamic team as a Financial Advisor in Louisville, KY and enjoy unprecedented flexibility in your work schedule. We empower professionals to build client relationships while maintaining work-life balance. Our hybrid model combines office collaboration with remote work options, allowing you to serve clients on your terms. As part of our award-winning wealth management firm, you'll receive comprehensive training, cutting-edge technology, and a supportive culture focused on your success.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic outreach
- Analyze market trends and provide investment recommendations
- Ensure compliance with FINRA and SEC regulations
- Utilize CRM systems to track client interactions and goals
- Collaborate with internal teams on complex financial solutions
- Participate in quarterly business development initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses required
- 3+ years of financial advisory experience
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- Ability to work independently with flexible hours
- Familiarity with portfolio management software
- CFP designation preferred