Job Description
Join Bluegrass Wealth Management as a Financial Advisor and revolutionize your career with unmatched flexibility in Louisville's thriving financial hub. We empower advisors to build client portfolios around your personal schedule while providing industry-leading resources and competitive compensation. Work remotely or from our modern downtown office – the choice is yours. This role offers uncapped earning potential through our commission structure and comprehensive benefits package.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients in the Louisville metro area
- Build and maintain robust client relationships through regular portfolio reviews
- Analyze market trends to optimize investment portfolios and retirement planning
- Collaborate with internal teams on complex estate planning and tax strategies
- Drive new client acquisition through targeted networking and digital marketing
- Maintain compliance with FINRA regulations and SEC guidelines
Qualifications
- FINRA Series 7 and 66/63/65 licenses required
- 5+ years of financial advisory experience with proven track record
- CFP or CFA designation strongly preferred
- Exceptional communication skills for complex financial discussions
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Self-motivated with ability to work independently with flexible hours
- Kentucky state insurance license (life/health)