Job Description
Join WealthFirst Financial Group as a Financial Advisor and transform lives through personalized financial planning. We empower advisors with flexible schedules while delivering exceptional client service in Louisville's thriving market. Our collaborative environment combines cutting-edge technology with industry-leading training to help you build a thriving practice.
Why WealthFirst?
- Industry-leading commission structure
- Comprehensive benefits package
- Ongoing professional development
- Work-life balance with flexible scheduling
Responsibilities
- Develop customized financial plans for diverse client portfolios
- Build and maintain long-term client relationships through trust-based advisory
- Analyze market trends to optimize investment strategies
- Conduct financial literacy workshops for community outreach
- Collaborate with cross-functional teams on complex wealth management solutions
- Utilize CRM systems to track client goals and progress
- Stay updated on regulatory changes and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record of client acquisition and retention
- Strong analytical skills and financial modeling expertise
- Excellent communication and presentation abilities
- Self-motivated with ability to thrive in flexible work environment