Growth-Focused Financial Advisor with Marketing & Ops

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

Job description

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.