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Finance 🏢 Full Time ⭐️ Verified

Financial Advisor Trainee

Wealth Growth Partners
Lexington
Estimated Salary
USD 45.000 – USD 85.000
New
Live Update
31 Juli 2026
Deadline
31 Jul 2027

Job Description

Launch your finance career with our paid Financial Advisor training program! Wealth Growth Partners is seeking motivated individuals in Lexington, KY to join our award-winning team. We provide comprehensive, paid training to transform you into a trusted financial advisor serving Kentucky families. No prior experience required – we invest in your potential with industry certifications, mentorship from top advisors, and a structured growth path. Enjoy uncapped commission potential, full benefits, and work-life balance in Kentucky's thriving financial hub.

Responsibilities

  • Build client relationships through personalized financial planning and investment strategies
  • Complete paid training in securities licensing (Series 63/65), financial analysis, and client acquisition
  • Develop customized retirement, education, and wealth management plans
  • Partner with senior advisors to manage client portfolios and market opportunities
  • Participate in community outreach to expand client base in Lexington area
  • Utilize CRM systems to track client progress and compliance documentation

Qualifications

  • Bachelor's degree (finance, business, or related field preferred)
  • Strong communication and interpersonal skills
  • Passion for helping others achieve financial goals
  • Self-motivated with entrepreneurial mindset
  • Ability to pass FINRA licensing exams with training support
  • Valid driver's license and reliable transportation
  • U.S. work authorization required

Required Skills

Financial Planning Client Relationship Management Investment Strategies Licensing Training Retirement Planning Sales CRM Systems

Ready to Take This Challenge?

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