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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.

Vacancy posted 4 days ago
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