Job Description
Join our award-winning financial advisory team in Louisville and transform lives through personalized wealth strategies. We offer industry-leading compensation, continuous professional development, and a culture that prioritizes work-life balance through fully flexible scheduling. As a Financial Advisor, you'll leverage our proprietary client acquisition system while maintaining autonomy in your daily operations.
Our ideal candidate thrives in client-facing roles, possesses deep financial acumen, and values the flexibility to structure your workday around personal commitments. Enjoy hybrid work options, unlimited PTO, and comprehensive benefits including 401(k) matching.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, insurance, and tax optimization
- Cultivate and expand client relationships through personalized consultations and proactive portfolio management
- Analyze market trends and economic indicators to provide actionable investment recommendations
- Collaborate with cross-functional teams to deliver seamless client experiences
- Maintain strict compliance with FINRA regulations and company fiduciary standards
- Leverage CRM systems to track client progress and identify growth opportunities
- Participate in quarterly business development initiatives and networking events
Qualifications
- Series 7 and Series 66/63/65 licenses (required)
- 3+ years of financial advisory or related experience
- Certified Financial Planner (CFP) designation preferred
- Proven track record of building client portfolios exceeding $5M AUM
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical abilities with attention to regulatory compliance
- Self-motivated with demonstrated success in flexible work environments