Job Description
Launch your financial career in Lexington with our comprehensive paid training program! Wealth Management Partners is seeking motivated individuals to join our team as Financial Advisors. We provide industry-leading training, mentorship, and tools to help you succeed in building client relationships and growing your income potential. Our supportive environment emphasizes professional development while serving the financial needs of Kentucky families and businesses.
As a Financial Advisor, you'll work directly with clients to develop personalized financial strategies, including retirement planning, investment management, and insurance solutions. Our program includes:
- 12-week paid training curriculum
- Ongoing mentorship from top industry advisors
- Competitive commission structure with uncapped earning potential
- Comprehensive benefits package (health, dental, vision)
- 401(k) with company matching
Responsibilities
- Build and maintain relationships with clients through personalized financial consultations
- Develop comprehensive financial plans covering retirement, investments, and risk management
- Present complex financial concepts in clear, actionable recommendations
- Continuously expand product knowledge and market trends
- Meet monthly sales and client acquisition targets
- Utilize CRM systems for client relationship management
- Comply with FINRA regulations and ethical standards
- Participate in team training and professional development workshops
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Strong communication and interpersonal skills
- Self-motivated with entrepreneurial mindset
- Ability to obtain Series 65/66 securities licenses (training provided)
- Proficiency in financial analysis tools and software
- Valid driver's license and reliable transportation
- Pass background check and credit check requirements
- Willingness to obtain Kentucky state insurance licenses