Job Description
Join WealthWise Partners as a Financial Advisor and transform your career with unmatched flexibility! We're seeking dynamic professionals to serve Louisville's growing community while maintaining work-life balance. Our award-winning firm provides comprehensive training, cutting-edge technology, and a collaborative culture focused on client success. Enjoy remote work options, customizable schedules, and uncapped earning potential in one of Kentucky's most vibrant financial markets.
Why Choose Us?
- Industry-leading commission structure (up to 45%)
- Full benefits package for part-time roles (health, dental, vision)
- CE reimbursement and professional development stipend
- Exclusive access to proprietary investment platforms
- Referral program with $5,000 average bonus
Responsibilities
- Develop personalized financial plans for 15-25 high-net-worth clients
- Execute investment strategies across retirement, estate, and tax planning
- Conduct quarterly portfolio reviews and performance analysis
- Build referral network through community outreach and industry events
- Utilize CRM system for client relationship management
- Maintain FINRA Series 65/66 and state insurance licenses
- Collaborate with internal team on complex financial solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years financial advisory experience with FINRA licenses
- Proven track record in client acquisition and retention
- Strong analytical skills with portfolio management expertise
- Excellent communication and presentation abilities
- Ability to work independently with minimal supervision
- Knowledge of KY financial regulations and compliance standards
- Certified Financial Planner (CFP) designation preferred