Regional Wealth Director & 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

Job description

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.