Financial Advisor - Louisville | Marketing + Appointments Provided
Magellan Financial & Insurance Services, Inc.
Comp: Base Salary + % of Revenue Generated (FIA's, AUM) Build your book — without building the infrastructure You’ve proven you can build and serve a client base. Now you’re hitting the solo plateau: too much time on compliance, ops, scheduling, and not enough time closing new business. FWPP is built for growth-minded advisors who want infrastructure + marketing + operational support to scale faster. You’ll plug into our in-house marketing ecosystem (TV/radio/events) and dedicated appointment setting , so your time stays focused on client acquisition and advice. What we provide Marketing engine: TV/radio + workshops/events supported by in-house execution In-house appointment setting: our team books first-time appointments directly onto your calendar Back-office relief: trading, billing, and operations support so you can focus on revenue-generating work Team & mentorship: entrepreneurial partner group and a collaborative planning culture Platform flexibility: multi-custodian advisory platform + affiliated insurance solutions where appropriate What you’ll do Convert firm-supplied appointments into new households and drive net-new asset growth Deliver comprehensive planning (retirement income, tax strategies, estate coordination) for pre-retirees Build long-term client relationships and deepen existing ones through a high-service planning model Must-haves Licensing: Series 65 (or Series 66 + 7); KY Life & Health (or ability to obtain within 90 days) Experience: 3–7+ years client-facing planning with a record of converting prospects to clients Local: ability to work onsite in Louisville to anchor the new office Nice-to-have Retirement-focused planning experience Prior use of marketing-driven appointment flows (events/workshops/seminars) To apply Submit your resume and a brief summary of your current practice structure (AUM range, client profile, and how your book is serviced today). #J-18808-Ljbffr Magellan Financial & Insurance Services, Inc.
- ...Financial Professional Voya Financial Advisors, Inc., a leading independent broker... ...in the greater Louisville area to work plan... ...conduct one on one appointments, recommend and... ...Financial Advisors, we provide the tools and... ...plans Turnkey marketing services Transition...Suggested
- ...Financial Solutions Advisor Registration Candidate - Louisville Market Louisville, Kentucky To proceed with your application, you must be at least 18 years of... ...Job Description: This job is responsible for providing comprehensive advice and customized solutions to...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- 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...SuggestedLocal area
- ...Merrill Advisor Development Program- Financial Advisor: Louisville & Associates Market Lexington, Kentucky;Louisville, Kentucky To proceed with your application,... ...Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...conclusion of the program to provide selected candidates... ...Banker I is a Financial Center position focused... ...and other approved Marketing tools to proactively... ...to customers and set appointments for periodic financial... ...Associate I - New Cut Rd (Louisville, KY) BENEFITS &...SuggestedWork experience placementWork at office
- ...guided by a common purpose to help make financial lives better through the power of every... .... This position is open for the entire market. If offered, you will train at a financial... .... Job responsibilities include providing comprehensive advice and customized solutions...Temporary workMonday to FridayShift workDay shift
- Transform Lives as a Financial Advisor at Northwestern Mutual Louisville! Are you ready to embark on a career that changes lives—yours included? As a Financial... ...Cultivate your knowledge of financial products and market trends. Strengthen client relationships and grow...Visa sponsorship
- ...guided by a common purpose to help make financial lives better through the power of every... ...Description: This job is responsible for providing comprehensive advice and customized solutions... .... This position is open for the entire market and the specific Financial Center...Temporary workWork at officeMonday to FridayShift workDay shift
$115k
...Senior Credit Officer – Up to $115K – Louisville, KY Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire... ...& Rockport, TX. Our unique value proposition centers around providing the best available banking and accounting talent, with most of...$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of... ...Information Title: Personal Financial Counselor - National Guard, Louisville, KY Grade: 24 Work Experience - Required: Financial...Contract workTemporary workWork experience placementWork at office- ...Hernan - State Farm Agent is hiring for an Insurance and Financial Services Position in Louisville, Kentucky. This role is crucial for the agency's daily... ...through effective relationship-building and service marketing. The ideal candidate is sales-minded, sociable, and...Flexible hours
- ...at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions... ...seamlessly guide them to where their financial needs can be met Provide follow up to... ...computer screens. CSR/Teller - Broadway/Louisville, KY - Full-Time At Fifth Third, we understand...Full timeWork at office
- ...latest banking solutions and cutting‑edge financial technology combined with friendly and... ...issues with attention to detail - providing consistent client experience. Operate... ...Associate Relationship Banker - Preston - Louisville, KY • Louisville, US #J-18808-Ljbffr JPMorgan...Immediate startAfternoon shift
- Edward Jones is seeking an Associate Financial Advisor in Clarksville, Indiana. This role is pivotal in building client relationships and providing personalized investment solutions. You will receive paid training and a support network while working closely with established...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North... ...Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of...Work at officeShift workDay shift
- ...Northwestern Mutual in Louisville, Kentucky is seeking College Financial Representatives for its internship program. This role provides the opportunity to build a financial planning practice while receiving support from industry experts and financial products of a Fortune...Full timeInternshipFlexible hours
- ...Time Member Service Representative/Teller- Louisville, KY Job Category: Branch Retail... ...hourly role assists members with their financial transactions, involving paying and receiving... ...answering the telephone. Welcome members and provide routine information concerning services...Hourly payPart time
$25.06 - $30.62 per hour
...engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies...Temporary work- ...competitive advantage in the markets we serve. We are all united... ...company's success. Financial Advisors work within a highly collaborative... ...our advisors' success. We provide a robust training program,... ..., you will be based in Louisville, KY. PNC is an in-office...Full timeTemporary workPart timeWork experience placementWork at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Transition Your Healthcare Expertise into Financial Services with the Louisville Group of Northwestern Mutual!... ..., Louisville, KY 40299 400 E Market Street Louisville, KY 40202 Ste. 20... ...understanding their unique needs, and providing tailored financial solutions. Key...Work from homeVisa sponsorshipFlexible hours
- ## AMP Financial Advisor TraineeApplylocations: Louisville, Kentucky - United Statestime type: Full timeposted on: Posted... .... The Trainee will also provide clients with sound financial advice... ...principles and practices.* Financial markets, banking, and financial data analysis...ApprenticeshipTraineeshipWork experience placement
- A major financial services firm is seeking a Financial Advisor in Louisville, KY. This role involves building and managing client relationships, developing personalized... ...income potential. Training and licensing support provided. #J-18808-Ljbffr Northwestern Mutual
- A Fortune 500 financial services company in Louisville is seeking a Financial Representative to assist clients with their financial needs and provide tailored solutions. The ideal candidate will possess strong interpersonal skills and a customer-focused mindset. This position...
- ...The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location Louisville Role As a Financial Representative, you will work with current and prospective clients in your community...
- Bank of America in Louisville, Kentucky, seeks a financial advisor to provide bespoke solutions to clients. Responsibilities include triaging client leads, developing financial plans, and ensuring compliance with regulations like the SAFE Act. The role demands strong communication...
- ...competitive advantage in the markets we serve. We are all... ...you will be based in Louisville, KY at the Rockford... ...location.PNC will not provide sponsorship for... ...improve the customer's financial wellbeing. Collaborates... ...teller interactions, appointment setting and effective...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Location: Louisville, KY Remote Status: On-Site Job Id: 380 # of Openings: 1 Role... ...Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both... ...partners in other lines of business to provide solutions to meet members’ financial...Immediate startRemote work
- ...identify and meet the financial needs of customers or... ...and other approved marketing tools to proactively... ...to customers and set appointments for periodic financial... ...when appropriate to provide timely, holistic solutions... ...sessions. Location Louisville, Kentucky 40241...Work experience placementWork at office
- ...conclusion of the program to provide selected candidates... ...Banker I is a Financial Center position focused... ...and other approved Marketing tools to proactively... ...to customers and set appointments for periodic financial... ...acquisition partner. Location Louisville, Kentucky 40245 Equal...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Louisville | Marketing + Appointments Provided. Be the first to apply!
- financial associate Louisville, KY
- financial planner cfp Louisville, KY
- financial consultant Louisville, KY
- financial planning assistant Louisville, KY
- financial advisor associate Louisville, KY
- estate planning consultant Louisville, KY
- associate leveraged finance Louisville, KY
- jde finance consultant Louisville, KY
- financial advisor development program Louisville, KY
- financial planning associate Louisville, KY

