Job Description
Join Bluegrass Wealth Partners and transform your financial expertise into life-changing client success! We're seeking ambitious Financial Advisors to launch rewarding careers in Lexington's thriving financial district. Our award-winning team combines cutting-edge technology with personalized wealth management strategies, creating an environment where your growth is prioritized.
Enjoy comprehensive training, uncapped commission potential, and a culture that values innovation. Whether you're guiding young professionals through first investments or helping retirees secure their legacy, you'll make measurable impact while building your dream career. Start tomorrow with our accelerated onboarding program!
Responsibilities
- Develop personalized financial plans for 50+ clients across wealth spectrum
- Execute investment strategies using our proprietary tech platform
- Cultivate long-term client relationships through quarterly reviews
- Drive business growth through targeted networking and referrals
- Maintain compliance with FINRA and SEC regulations
- Analyze market trends to optimize client portfolio performance
- Collaborate with team on cross-selling insurance and retirement solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and 66/65 licenses (or ability to obtain within 90 days)
- 3+ years in financial services or client-facing sales role
- Proven track record of exceeding sales targets
- Exceptional presentation and negotiation skills
- Advanced knowledge of tax-advantaged investment vehicles
- Valid KY driver's license and reliable transportation