Job Description
Join Louisville's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking a driven professional to build high-net-worth portfolios in Kentucky's thriving business hub. Enjoy uncapped earning potential with industry-leading support and a client-first culture.
Responsibilities
- Develop comprehensive financial strategies for high-net-worth individuals and families
- Manage investment portfolios exceeding $50M in assets under management
- Drive new client acquisition through networking and referrals
- Conduct quarterly portfolio reviews and market analysis
- Collaborate with tax and estate planning specialists
- Maintain FINRA Series 7 and 66/63 licenses
- Utilize advanced CRM tools for client relationship management
Qualifications
- 5+ years of financial advisory experience with HNW clients
- FINRA Series 7, 66/63, and Life/Health licenses required
- CFA or CFP designation strongly preferred
- Proven track record of exceeding sales targets
- Expertise in retirement planning and wealth preservation
- Strong analytical and presentation skills
- Bachelor's degree in Finance, Economics, or related field