Job Description
Join our award-winning financial advisory team in Louisville, KY! We're seeking ambitious Financial Advisors to serve high-net-worth clients with comprehensive wealth management solutions. Equipment provided including laptop, CRM software, and marketing materials to ensure your immediate success. Benefit from our established client pipeline, ongoing training, and competitive commission structure.
Our ideal candidate thrives in a collaborative environment while maintaining entrepreneurial drive. Enjoy hybrid work flexibility and comprehensive benefits including health insurance, 401(k) matching, and performance bonuses. Grow your career with a firm that invests in your success.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Build and maintain client relationships through regular portfolio reviews and financial education
- Analyze market trends and economic indicators to optimize client portfolios
- Collaborate with internal teams for seamless execution of complex financial strategies
- Utilize provided CRM software to track client interactions and pipeline
- Participate in community outreach to expand client base
- Maintain compliance with FINRA and SEC regulations
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years financial advisory experience with proven client acquisition track record
- Bachelor's degree in Finance, Economics, or related field
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills
- Self-motivated with entrepreneurial mindset
- Proficiency in financial planning software (training provided)