Growth-Focused Financial Advisor with Marketing & Ops
Magellan Financial & Insurance Services, Inc.
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 of client-facing experience, hold the necessary financial licenses, and be local to serve clients effectively. Join a collaborative team dedicated to delivering comprehensive planning services and deepening client relationships. #J-18808-Ljbffr Magellan Financial & Insurance Services, Inc.
- ...time on compliance, ops, scheduling, and... ...FWPP is built for growth-minded advisors who want infrastructure + marketing + operational support... ...your time stays focused on client... ...client-facing planning with a record of converting... ...8-Ljbffr Magellan Financial & Insurance...SuggestedWork at officeLocal area
- A financial services firm is seeking an Entry Level Financial Advisor in Louisville, KY. This role focuses on building client relationships and developing personalized financial... ...and opportunities for professional growth, along with a competitive compensation package....SuggestedFlexible hours
- ...a Retail Personal Banker I track. The program starts with 4-8 weeks of onboarding including rotations in operations... ...to perform as a Retail Personal Banker I within the Financial Center or Bank Mart. The role focuses on consultative selling, acquiring new households, deepening...Suggested
- Northwestern Mutual in Louisville seeks a Financial Representative to build lasting client relationships and provide tailored... ...licensure sponsorship and a path to professional growth within a supportive team focused on community impact. #J-18808-Ljbffr Northwestern MutualSuggestedFlexible hours
- ...client relationships in Louisville, KY. The role focuses on understanding client needs, delivering personalized financial advice, and connecting clients to Old National’... ..., and effective problem resolution to drive relationship growth. #J-18808-Ljbffr Old National BankSuggested
- ...to deliver exceptional customer experiences by cultivating lasting relationships with our customers. This role handles teller transactions and collaborates with partners to address financial needs across the customer lifecycle. You will apply a consultative sales...
- ...Personal Banker I to provide frontline service and personalized financial guidance to retail customers. This full-time, on-site role... ...inquiries, resolve issues, adhere to bank policies, and collaborate with branch colleagues to meet sales and service goals, with a...Full time
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...financial representative focused on client-building and... ...programs equip you with the education, skill-building... ...investments for growth, insurance for protection... ...Mutual is the marketing name for The Northwestern...Full timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...a financial representative focused on client‑building and... ...training programs equip you with the education, skill‑building... ...plans—including investments for growth, insurance for protection,...Work at office- Amerita, Inc is seeking a Senior Financial Analyst to partner with leaders, forecast financial performance, and analyze variances to guide strategic... ...and monitor revenue and reimbursement trends to support growth and profitability. This role requires strong analytical skills...
- ...dedicated individuals for a work-from-home financial services role focused on protecting families and helping others. You will engage with clients remotely, explain options, and provide guidance with integrity. Join a growth-minded team that values independence and...Remote workWork from homeFlexible hours
$100k
...Connections in Louisville, KY is seeking a Financial Advisor for Growth & Client Strategy to expand a high-net... ..., and leadership potential, with support to scale, ownership opportunities... ...a path to branch leadership in growth markets. You will work in a hybrid/remote setup...Remote work- A financial services company in New Albany seeks entry-level financial advisors to create personalized solutions for clients. The role includes comprehensive support for licensing and training, with no prior finance experience required. Candidates will benefit from mentorship...
$100k
...Description Job Description Role: Financial Advisor – Growth & Client Strategy Work... ...guidance Partner with internal specialists to win... ...Contribute to growth strategy and market expansion initiatives... ...complex cases Freedom to focus on client growth, not back-office...Remote workShift work$45k - $60k
...dedicated team member to enhance customer relationships and provide comprehensive financial services. You will consult on retirement planning and investment management, and stay updated with market trends. The ideal candidate has over 3 years of industry experience and...Local area- ...service. As a frontline specialist, you will handle transactions, open accounts, and support branch operations, with training that prepares you for career growth within our employee-owned bank. We value teamwork, community involvement, and a positive, engaging attitude as...
- ...firm in Louisville, is seeking a Director, Wealth Advisor to drive client acquisition and market growth. This role entails building a pipeline of high-value... ...management, a proven ability to close business, and strong financial planning expertise. The position includes a...Local area
- ...candidate who will participate in a 4-8 week onboarding with rotations in operations and Sales & Service. The program leads to a Personal Banker I role focused on consultative sales and meeting customer financial needs. The position emphasizes cross-selling, building customer...
- ...controls. We’re seeking candidates with strong analytical skills,... ...Table: 3+ years of experience focused on governance, compliance, risk... ...is Nothing Better in the Market than a career at Brown-Forman.... ...ensure sustainable and profitable growth for generations to come. As a...Full time
- ...looking to hire a Senior Financial Analyst supporting the growth of our Operations. This role... ...operation, partnering with site leadership to manage... ...is not a purely reporting-focused FP&A role. The majority of... ...the Sr. Finance Manager, Ops Finance and will be physically...Full timeLocal areaRemote workFlexible hours
$48k - $100k
...through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with... ...Experience managing client portfolios and driving growth. Proven relationship building and...Shift workDay shift- ...The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position... ...clients to help add to the Bank’s growth. Meet with current and potential...Work at officeLocal areaRemote work
- ...looking for in your next opportunity—growth, purpose, ownership, and real... ...job. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures... ...Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial...
- ...built on an interconnected network of financial advisors with a shared vision servicing... ...Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Louisville market through CPA partner channels, referrals...Local area
- Arvato is seeking a Financial Analyst to deliver financial analysis for... ...from data. The role focuses on data integrity, cost allocation... ...Excel skills, and experience with SAP FI/CO. This on-site role in... ...comprehensive benefits and career growth opportunities. #J-18808-Ljbffr...
- ...fill the role of Insurance and Financial Services Representative. This... ..., and supporting the agent's marketing goals. The ideal candidate... ...communication skills and a customer-focused mindset. A Property and... ...obtained. Competitive salary with commission is offered. #J-188...Full timeLocal area
- ...Mutual in Louisville, KY, is offering an internship for College Financial Representatives, where students can build a financial planning... ...offers performance-based earnings and various learning incentives, with a salary range of USD $500.00 - $1,000.00 per year. #J-18808-...Full timeInternshipLocal areaFlexible hours
- ...Center has openings for individuals seeking a career with outstanding benefits and opportunities for advancement. You’ll support financial analysis, reporting, and business-optimization initiatives from a collaborative, growth‑oriented team. Applicants should have 1-3 years...
- ...Associate I - St Matthew Financial Center (Louisville)Make... ...Center position focused on using the consultative... ...CAMP and other approved Marketing tools to proactively reach... ...working relationships with assigned Business Partners... ...year-over-year revenue growth as measured by the...Work experience placementWork at office
- Job Description As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses... ...mortgage originations must register with the federal registry system and remain... ...Branding Customer and Client Focus Oral Communications Issue Management...Work at officeImmediate startMonday to FridayShift workDay shift
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