Trusted Financial Advisor: Build Lasting Relationships

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

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.