Financial Advisor

Artemis Solutions; Lexington (KY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) Match – 6%

Healthcare – Company pays 100% of premium

Job summary

Artemis Solutions is partnering with a wealth management firm in Lexington, Kentucky, to find a Financial Advisor. This role emphasizes relationship-building and creating personalized financial plans for clients. Ideal candidates will have at least 2 years of related experience and a Bachelor's degree.

With competitive compensation and a collaborative team environment, this position allows you to focus on client needs without chasing products. If you value integrity and personalized service, this is a great opportunity to grow your career.

Qualifications

• Minimum of 2 years as a Financial Advisor, Wealth Advisor, or Investment Advisor.
• Life & Health Insurance License (or ability to obtain within 90 days).
• CFP designation preferred (or willingness to obtain within two years).

Responsibilities

• Build and maintain long-term relationships with clients.
• Develop comprehensive financial plans tailored to each client.
• Create investment strategies aligned with each client's financial plan.

Skills

Strong communication skills

Relationship building

Financial planning software

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Build Lasting Relationships. Make a Meaningful Impact. Grow Your Career.

Artemis Solutions is partnering with a well-established and growing wealth management firm to identify a Financial Advisor who is passionate about helping individuals and families achieve their long‑term financial goals.

This is an outstanding opportunity for an advisor who enjoys developing trusted client relationships, creating comprehensive financial plans, and serving as a true partner throughout every stage of a client's financial journey. You'll join a collaborative, client‑first team that values integrity, exceptional service, and long‑term relationships over transactional sales.

If you're looking for a firm where your expertise is valued, your ideas are welcomed, and your focus can remain on delivering outstanding advice rather than chasing products, we'd love to speak with you.

What You'll Do

As a Financial Advisor, you'll serve as a trusted resource for clients by helping them make informed financial decisions through personalized planning and investment strategies.

Responsibilities include:

• Build and maintain long‑term relationships with clients while delivering an exceptional client experience.
• Develop comprehensive financial plans tailored to each client's unique goals and objectives.
• Create investment strategies and portfolio recommendations aligned with each client's financial plan.
• Guide clients through retirement planning, investment management, tax‑efficient withdrawal strategies, estate planning considerations, insurance analysis, and wealth preservation.
• Conduct regular portfolio reviews and communicate performance and planning recommendations.
• Identify opportunities to deepen existing client relationships and generate referrals through exceptional service.
• Partner with colleagues on strategic initiatives that continue to enhance the firm's client experience.
• Mentor and support teammates while contributing to a collaborative, high‑performing culture.
• Participate in community and professional organizations to build relationships and strengthen the firm's presence.

What We're Looking For

We're seeking someone who enjoys working closely with clients and wants to become a long‑term trusted advisor.

Qualifications include:

• Bachelor's degree required.
• Minimum of 2 years of experience as a Financial Advisor, Wealth Advisor, or Investment Advisor with direct client responsibilities.
• Life & Health Insurance License (or ability to obtain within 90 days).
• CFP designation preferred (or willingness to obtain within two years).
• Experience creating financial plans and managing investment portfolios.
• Strong communication and relationship‑building skills.
• Ability to manage multiple client relationships while maintaining exceptional attention to detail.
• Experience with financial planning software and Microsoft Office.

Why You'll Love This Opportunity

• Join a respected and growing wealth management firm.
• Work with an established client base while continuing to build new relationships.
• Focus on comprehensive financial planning—not product sales.
• Collaborative team environment where advisors support one another.
• Opportunity to influence firm initiatives and mentor others.
• Long‑term career growth with leadership opportunities.
• Competitive compensation and comprehensive benefits package.

Ideal Candidate

This opportunity is ideal for someone who:

• Enjoys building lifelong relationships with clients.
• Takes pride in helping families make confident financial decisions.
• Wants to be part of a collaborative, client‑focused culture.
• Values integrity, professionalism, and personalized service.
• Is looking for a long‑term career with a firm committed to excellence.

What They Offer

Salary: $80,000–90,000 yr base salary (based on experience) + bonuses and profit sharing

401(k) Match – 6%

Healthcare – Company pays 100% of the premium with family discounts

Why Join Us?

This is an opportunity to join a growing, relationship‑driven wealth management firm where your work will have a direct impact on helping individuals and families achieve their long‑term financial goals. You'll become part of a collaborative team that values integrity, personalized service, and building lasting client relationships. If you're looking for a firm that invests in your professional growth, encourages teamwork, and empowers you to make a meaningful difference in clients' lives, this is an opportunity to build a rewarding, long‑term career.

All inquiries will be handled confidentially through Artemis Solutions.