Job Description
Join our award-winning team at Wealth Management Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a driven professional to serve high-net-worth clients in Louisville's thriving financial district. Enjoy uncapped earning potential, comprehensive benefits, and a collaborative culture that values expertise and growth.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, estate planning, and tax strategies
- Cultivate and maintain relationships with HNW clients through proactive communication and portfolio reviews
- Drive business development through targeted networking and referral generation
- Stay current on market trends, regulatory changes, and investment opportunities
- Mentor junior advisors and contribute to firm-wide financial wellness initiatives
- Leverage CRM systems to track client interactions and optimize service delivery
Qualifications
- 5+ years of financial advisory experience with proven track record in client acquisition
- FINRA Series 7, 66, and CFP or CFA certification required
- Demonstrated ability to manage portfolios exceeding $10M AUM
- Exceptional communication skills with ability to translate complex concepts
- Strong analytical mindset and proficiency in financial planning software
- History of exceeding sales targets and revenue growth
- Bachelor's degree in Finance, Economics, or related field