Wealth Advisor: Growth & Ownership Track

MBC Talent Connections; Louisville (KY); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Equity track

Incentives

Hybrid/Remote work

Administrative support

Job summary

MBC Talent Connections in Louisville, KY is seeking a Financial Advisor for Growth & Client Strategy to expand a high-net-worth portfolio and deliver advanced planning. This role blends client advisory, business development, and leadership potential, with support to scale, ownership opportunities, and a path to branch leadership in growth markets.

You will work in a hybrid/remote setup with base compensation up to $100K plus incentives and an equity track, backed by a collaborative,

Qualifications

• 1-3 years as a licensed Financial Advisor.
• Active Series 7 & 66 licenses.
• >$250K trailing 12-month revenue and $25MM+ AUM.
• At least 10 high-net-worth client relationships, $1M+ households.
• 10+ completed financial plans in the last year.

Responsibilities

• Expand and manage a high-net-worth client portfolio.
• Provide advanced financial planning, portfolio reviews, and investment guidance.
• Partner with internal specialists to win and service sophisticated relationships.
• Contribute to growth strategy and market expansion initiatives.
• Position yourself to lead or launch a branch in a growth market.

Skills

Licensed Financial Advisor

Series 7 & 66

High-net-worth client relations

Financial planning

Business development

Job description

MBC Talent Connections in Louisville, KY is seeking a Financial Advisor for Growth & Client Strategy to expand a high-net-worth portfolio and deliver advanced planning. This role blends client advisory, business development, and leadership potential, with support to scale, ownership opportunities, and a path to branch leadership in growth markets.

You will work in a hybrid/remote setup with base compensation up to $100K plus incentives and an equity track, backed by a collaborative,