Financial Advisor – Louisville | Marketing + Appointments Provided

Magellan Financial & Insurance Services, Inc.; Louisville (KY); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

In-house marketing engine

Appointment setting support

Back-office operations support

Mentorship opportunities

Job summary

A leading financial services firm is seeking a dedicated financial advisor in Louisville to enhance client acquisition efforts. This role provides extensive marketing support, operational relief, and mentoring to ensure growth. The ideal candidate will have 3 to 7 years of client-facing experience, hold the necessary financial licenses, and be local to serve clients effectively. Join a collaborative team dedicated to delivering comprehensive planning services and deepening client relationships.

Qualifications

• 3–7+ years of client-facing planning experience.
• Ability to convert appointments into clients.
• Local to Louisville for onsite work.

Responsibilities

• Convert firm-supplied appointments into new households.
• Deliver retirement income and tax strategies for pre-retirees.
• Build and deepen client relationships.

Skills

Client-facing planning experience

Building long-term relationships

Converting prospects to clients

Education

Series 65 or Series 66 + 7; KY Life & Health

Tools

CRM systems

Financial planning software

Job description

Comp: Base Salary + % of Revenue Generated (FIA's, AUM)

Build your book — without building the infrastructure

You’ve proven you can build and serve a client base. Now you’re hitting the solo plateau: too much time on compliance, ops, scheduling, and not enough time closing new business.

FWPP is built for growth-minded advisors who want infrastructure + marketing + operational support to scale faster. You’ll plug into our in-house marketing ecosystem (TV/radio/events) and dedicated appointment setting, so your time stays focused on client acquisition and advice.

What we provide

• Marketing engine: TV/radio + workshops/events supported by in-house execution
• In-house appointment setting: our team books first-time appointments directly onto your calendar
• Back-office relief: trading, billing, and operations support so you can focus on revenue-generating work
• Team & mentorship: entrepreneurial partner group and a collaborative planning culture
• Platform flexibility: multi-custodian advisory platform + affiliated insurance solutions where appropriate

What you’ll do

• Convert firm-supplied appointments into new households and drive net-new asset growth
• Deliver comprehensive planning (retirement income, tax strategies, estate coordination) for pre-retirees
• Build long-term client relationships and deepen existing ones through a high-service planning model

Must-haves

• Licensing: Series 65 (or Series 66 + 7); KY Life & Health (or ability to obtain within 90 days)
• Experience: 3–7+ years client-facing planning with a record of converting prospects to clients
• Local: ability to work onsite in Louisville to anchor the new office

Nice-to-have

• Retirement-focused planning experience
• Prior use of marketing-driven appointment flows (events/workshops/seminars)

To apply

Submit your resume and a brief summary of your current practice structure (AUM range, client profile, and how your book is serviced today).