Job Description
Launch your career in finance with our exclusive paid training program for Financial Advisors in Lexington, KY! No experience required – we invest in your success through comprehensive mentorship and industry-leading education.
Join our award-winning team at Lexington Financial Group and transform lives through personalized financial planning. You'll receive:
- 12-week paid training program covering investments, retirement planning, and client acquisition
- Dedicated mentorship from top-performing advisors
- Full licensing support (Series 63, 65, and state insurance)
- Guaranteed client pipeline during your first 6 months
Our advisors enjoy uncapped earning potential, flexible scheduling, and industry-leading benefits. If you're driven to help clients achieve financial freedom while building your own wealth, this is your opportunity.
Responsibilities
- Develop personalized financial plans for 25+ clients monthly
- Exceed quarterly sales targets through consultative selling
- Conduct educational workshops on retirement and investment strategies
- Maintain FINRA compliance and regulatory documentation
- Leverage our CRM system for client relationship management
- Participate in weekly team training sessions and performance reviews
- Collaborate with insurance and mortgage partners for holistic solutions
Qualifications
- Bachelor's degree preferred (business/finance majors encouraged)
- Exceptional communication and presentation skills
- Valid driver's license and reliable transportation
- Pass background check and credit verification
- Willingness to obtain required securities licenses
- Proven track record in customer service or sales roles
- Strong analytical skills and attention to financial details
- Entrepreneurial mindset with desire to build book of business