Job Description
Launch your financial advising career with our industry-leading paid training program! Bluegrass Wealth Partners is seeking motivated individuals to join our Lexington team as Financial Advisors. No prior experience required – we provide comprehensive 12-week paid training covering investment strategies, client relationship management, and compliance regulations. Our structured mentorship program ensures you build confidence while serving diverse clients in Kentucky's growing market.
Enjoy uncapped earning potential, health benefits, and quarterly bonuses as you grow your client portfolio. We're committed to your long-term success with ongoing professional development and career advancement opportunities. Join our award-winning team recognized as Kentucky's top wealth management firm for 3 consecutive years.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews and financial check-ins
- Stay current with market trends, tax laws, and investment products
- Collaborate with senior advisors on complex financial strategies
- Meet monthly sales targets while maintaining compliance with FINRA regulations
- Utilize CRM systems to track client interactions and business development activities
- Participate in weekly team training sessions and industry certification programs
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Self-motivated with entrepreneurial mindset
- Valid Series 63 and Series 65 securities licenses (provided during training)
- Proficiency in financial planning software and CRM systems
- Ability to pass background check and FINRA registration requirements
- Commitment to ongoing education (CFP designation encouraged)