Job Description
Join WealthForge Partners in Louisville, KY as a Financial Advisor where we equip you for success! We provide top-tier technology, office infrastructure, and marketing resources to accelerate your career. Build your client portfolio with full institutional support while maintaining autonomy in your advisory approach.
We're seeking driven professionals to serve Kentucky's growing wealth management sector. Our hybrid work model combines downtown office resources with flexible client meeting options. Benefit from our established referral network and proprietary client acquisition tools.
Competitive compensation includes uncapped commissions, comprehensive benefits, and performance bonuses. New advisors receive a fully equipped home office setup including dual monitors, CRM software subscriptions, and professional development stipend.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Louisville metro area
- Leverage provided CRM tools to manage client portfolios and track performance metrics
- Conduct retirement planning, investment analysis, and risk management consultations
- Utilize company-provided marketing materials to expand client acquisition pipeline
- Stay current on market trends using provided research platforms and industry databases
- Collaborate with internal support team for complex financial modeling needs
- Maintain compliance with FINRA regulations using document management tools
Qualifications
- Series 7 and Series 66/63/65 licenses required
- 3+ years of financial planning or wealth management experience
- Proven track record in client relationship building and retention
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency with financial planning software (provided)
- Excellent communication skills with ability to explain complex concepts
- Self-motivated professional with entrepreneurial mindset
- Willingness to utilize company-provided tech stack and resources