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.
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- Float CSR/Teller - Okolona-Louisville, KY - Full-Time page is loaded## Float CSR/Teller - Okolona... ...Third better(R)**GENERAL FUNCTION: Provide excellent customer service in all... ...Ability to work collaboratively in different financial centers.ESSENTIAL DUTIES AND RESPONSIBILITIES...Full timeWork at office
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$1,000 per month
...Service Representative/Teller- Full-Time - Louisville, KY Job Category: Branch Retail... ...hourly role assists members with their financial transactions, involving paying and receiving... ...check approval. Welcome members and provides routine information concerning services...Hourly payFull timeWork at officeNight shift$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. #LI-Onsite...Full timeInternshipLocal areaFlexible hours- Western & Southern Life is seeking a Financial Representative in Louisville, Kentucky. This role involves... ...solutions, analyzing their needs, and providing appropriate recommendations. The ideal... ...include developing marketing plans, making client contacts, and...
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- ...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
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- ...Yum! Brands Co-op, is currently seeking a Senior Financial Analyst to join the Finance/Planning team in Louisville, KY. This position supports RSCS in executing financial... ...as well as action plans on risks as needed. Provide timely close with insightful performance reviews,...Work at officeRemote work
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This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Contract workTemporary work$58.44k - $93.5k
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