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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- ...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) At Fifth Third...SuggestedWork experience placementWork at office
- Raymond James in Louisville, Kentucky, seeks a Client Service Associate to provide administrative support to Financial Advisors and clients. The ideal candidate will possess effective communication... ...meetings, and assisting with marketing efforts. A high school diploma and...Suggested
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of... ...Title Personal Financial Counselor - National Guard, Louisville, KY Grade 24 Work Experience - Required Financial...SuggestedContract workTemporary workWork experience placementWork at office- 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...SuggestedVisa sponsorship
$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- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$20 - $23 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to... ...them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first...Temporary workLocal area$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... ...for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeContract workFor contractorsInternshipLocal areaFlexible 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 timeWork at office
- ...location will be Stony Brook, Louisville, KY or Spring Street, New Albany, IN. Market Louisville Work Hours per Week... ...SERVICE SKILLS: Willingness to provide a level of service which will... ...in all respects. Analyzes financial statements and customer profiles...Full timePart timeWork at officeLocal area
- A leading financial services firm in Louisville is seeking a Financial Advisor Trainee to join its Advisor Mastery Program. This role involves comprehensive training to build a personal client practice while providing tailored financial advice. Candidates should have a...Traineeship
- 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...
- 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...
- ...Healthcare Expertise into Financial Services with the Louisville Group of Northwestern... ...Louisville, KY 40299 ~400 E Market Street Louisville, KY 402... ...a successful female advisor. She has also held a role... ...their unique needs, and providing tailored financial solutions...Contract workInternshipWork at officeWork from homeVisa sponsorshipFlexible hours
- ...Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky,... ...and Cincinnati, Ohio metropolitan markets. FLSA Status: Exempt Department: Commercial... ...to management Analyze financial and credit condition of applicants and determine...Full timeTemporary workWork at officeRemote workFlexible hours
$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- ...transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many...Full timeFlexible hoursShift work
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- A leading financial services firm is seeking a Financial Representative in Louisville, KY. In this role, you will help clients achieve their financial goals by offering... ...skills and a bachelor's degree, with training provided for necessary licenses. This position offers competitive...Flexible hours
- ...complex insurance programs, drives insurance marketing initiatives, cultivates professional... ...objectives. The Director also provides oversight and coordination of all insurance... ...Insurance & Risk Management Location USA, Louisville, KY How You'll Create Possibilities...Work at officeFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a strong referral network, and providing a great client experience Build personalized... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...
$77.9k - $199k
1834 Wealth Advisor III Job Locations US-IL-Chicago... ...IN-Evansville | US-KY-Louisville | US-TN-Nashville | US... ...diverse and complex financial priorities; those with... ...and coordinating and providing trusted advice, guidance... ...of investment markets, products and services...Full time- PPL Corporation in Louisville, KY is seeking a financial analyst to support financial planning and corporate development activities. The role involves providing analytical support, compiling financial information, and developing presentations for management and stakeholders...Remote work
- ...Services - a senior living provider with the continuous goal of... ...Midwest. Position Overview The Financial Analyst position is part of... ..., website performance, and marketing spend. Assists with Revenue... ...less than 10%) Location US-KY-Louisville Trilogy Health Services 30...Weekly payLocal area
- ...data security and privacy compliance by providing guidance on appropriate access controls,... ...we know there is Nothing Better in the Market than a career at Brown-Forman. Being a part... ...Technology Function: IT City: Louisville State: Kentucky Country: USA Req...
- ...for its Support Center team in Louisville, Kentucky. This high‑impact,... ...programs, including market analysis, internal equity, bonus... ...cleaning, and even spray tans. Financial support with 401(k), tuition... ...employer. We are committed to providing equal employment opportunities...Work at office
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