Job Description
Join Wealth Horizon Partners as a Financial Advisor in Louisville, KY and build your dream career with industry-leading support. We provide all necessary equipment, including cutting-edge CRM platforms, market analysis tools, and compliance resources, so you can focus on what matters most: your clients. Our collaborative culture fosters growth through mentorship, advanced training programs, and a generous commission structure. Benefit from our established referral network and join a team of industry experts committed to financial excellence.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through trust-based financial advising
- Analyze market trends and economic data to optimize portfolio performance
- Lead educational workshops on retirement planning, wealth preservation, and tax efficiency
- Collaborate with internal experts on complex estate and risk management solutions
- Leverage provided CRM and analytics tools to track client goals and progress
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Active Series 7 and Series 66/65 licenses (or ability to obtain immediately)
- 3+ years of financial advisory experience with proven client acquisition track record
- Exceptional communication skills and ability to translate complex concepts
- Certified Financial Planner (CFP) designation strongly preferred
- Proficiency with financial planning software and CRM platforms
- Valid KY state securities registration