Financial Advisor, Louisville

Job Description
As an Financial Advisor, you will work closely with a Lead Advisor to interact with and onboard new clients, delivering tailored investment strategies that support long term goals.
You will also work with an existing regional client base to complete all service requests related to the maintenance of the clients' financial plan and accounts.
This will include collaborating with a high-performing team of tax, legal, and financial professionals to help clients feel empowered, secure and confident in their financial future.
Responsibilities/Tasks:
The Financial Advisor will serve as the relationship manager for an existing group of clients and work alongside the Lead Advisor in the market to provide advice and guidance to help clients achieve their goals.
They will be expected to follow-through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments.
Other daily, weekly, and/or monthly tasks may include:
· Interact promptly and professionally with clients by phone, digitally or in person to update the client's profile and financial situation/needs
· Complete service requests, resolve client issues and keep CRM updated by entering detailed notes
· Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
· Meet production targets that impact overall company revenue goals.
· Utilize advanced software tools to develop & deliver tax and estate planning strategies
· Additional tasks as assigned by management
Minimum Requirements:
4-year degree in Accounting, Finance or related field
Series 65 or 7/66 with Life & Health Licenses
3+ years in financial services offering investment management and insurance services
Strong experience with MS Office and the ability to learn new software quickly
Excellent written and verbal communications skills both in person and via phone
Proactive mentality, positive attitude and consistent follow through
Highly intelligent, strong organizational skills and attention to detail
Ability to work independently with good time management and critical thinking skills
Additional preferred skills:
CFP® designation
Experience with Salesforce CRM software
2+ years working in a fast-paced, high volume financial office environment
Commitment:
40 hours per week, 8am-5pm with some flexibility on days and times due to client appointment and evening event schedules.
Compensation:
Starting salary range is $70,******,000 with a 3-year target compensation of $120,000 which includes commissions & bonuses based on new business generated and having or attaining the CFP® designation.
Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 12 paid holidays!