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Wealth Advisor: Retirement Planning & Lead
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-03-06
Listing for:
Magellan Financial & Insurance Services, Inc.
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Louisville is seeking an experienced Financial Advisor focused on client acquisition. The role offers support in marketing and operational processes to help establish the Louisville office. Key responsibilities include converting appointments into client relationships and providing comprehensive retirement-oriented planning. Candidates should possess appropriate licensing and experience in advisory roles. This position values proactive client communication and requires working on-site to maximize local market opportunities.
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