Job Description
Are you a driven financial professional looking for stability and rewards? Summit Wealth Solutions is seeking a passionate Financial Advisor to join our expanding team in Louisville, KY. We offer a unique opportunity to build your career with a company that values your success.
At Summit Wealth Solutions, we believe in weekly pay and a culture of transparency. Our advisors enjoy a competitive commission structure, extensive training, and the support of a dedicated team. If you are ready to make a real impact on clients' financial futures, we want to hear from you.
Why Join Us?
- Weekly direct deposit for your peace of mind.
- Comprehensive mentorship program for new advisors.
- State-of-the-art technology platform to streamline your workflow.
Responsibilities
- Build and maintain long-term relationships with new and existing clients through face-to-face meetings and digital interactions.
- Analyze client financial situations, goals, and risk tolerance to develop comprehensive financial plans.
- Present and explain complex financial products, including investment portfolios, insurance, and retirement planning solutions.
- Execute trades and manage investment accounts in compliance with SEC regulations and internal policies.
- Identify cross-selling and referral opportunities to maximize client lifetime value.
- Attend daily briefings and weekly team meetings to stay aligned with market trends and company strategies.
Qualifications
- Bachelor’s degree in Finance, Economics, or related field preferred (or equivalent experience).
- Certified Financial Planner (CFP) or Series 7, 66, and 63 licenses required.
- Strong interpersonal and communication skills with the ability to influence and persuade.
- Self-motivated individual with a proven track record of meeting sales targets.
- Ability to work independently while collaborating within a team environment.
- Proficiency with financial planning software and CRM systems.