Financial Advisor

Mid America Financial Group of Prudential; Lexington (KY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Ownership of your book of business

Independent advisor feel with employee benefits

Job summary

A financial services firm in Lexington, KY is seeking a Regional Director and Wealth Management Advisor. In this role, you will service existing clients and help grow the business by providing tailored financial solutions. Candidates should have Series 7 and 66 licenses and three years of investment sales experience. This position offers an attractive independent advisor feel with employee benefits, including retirement programs and a strong client base through referral programs.

Qualifications

• Series 7 and 66 (or 63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service existing clients and build a team for growth.
• Provide financial solutions to families and individuals.
• Manage a book of business with full ownership.

Skills

Client servicing

Investment solutions

Team building

Education

Series 7 & 66 (or 63/65)

Insurance license

Job description

Regional Director and Wealth Management Advisor – Mid America Financial Group of Prudential

Prudential Advisors is looking for an experienced financial professional in the Lexington, KY area who wants to work with Prudential’s existing client base and build a team to support growth. This exciting position allows you to grow your career and business while helping families and individuals who look to Prudential for financial solutions.

Key Benefits:

• Ability to service existing clients
• Ownership of your book of business
• Strong client base with Prudential’s exceptional referral programs
• Opportunity to create client solutions without proprietary product sales requirements
• 100% beneficial compensation regardless of the product or company you sell
• Open investment and wealth management platform
• Independent advisor feel with the benefits of being an employee
• Three retirement programs: 401(k) with 4% match, cash balance pension plan, and pension enhancement plan
• Opportunities for succession planning

Requirements:

• Series 7 and 66 (or 63/65) required
• Insurance license required
• Three or more years of investment sales experience
• To learn more, call 502‑318‑6801 or email [e-mail]. Feel free to forward this message to anyone who may be interested.

Seniority level: Not Applicable

Employment type: Full‑time

Job function: Finance, Consulting, and Sales