CFP® Financial Advisor Private Wealth Firm

Position: CFP® Financial Advisor Private Wealth Firm
Work Schedule: Hybrid | Louisville, KY or Surrounding Markets | U.S. Candidates Only

Work Type: Full-Time

Our client is a fast-growing fiduciary wealth management firm on track to reach $1B AUM by 2030. They partner with affluent households, delivering clarity, integrity, and personalized financial planning. With 50% annual growth and strategic advisor succession plans, were building one of the most dynamic firms in the industry. The successful candidate will receive paid training, licensing, and development, and will have a clear path to the top 10% advisor earnings within five years.

Please note that this is a full-time, hybrid role, which requires occasional travel. Successful background and credit checks must be completed on the selected candidates prior to their start dates.

Highlights of this Position:

• Rare opportunity to join a high-performing, expanding firm

• Direct mentorship from senior leadership

• Access to client relationships via M&A and succession plans

• Structured career path to lead advisor with top earning potential

• Culture focused on professional growth, wellness, and impact

Responsibilities:

• Support and manage client relationships

• Deliver financial planning, retirement modeling, and investment advice

• Participate in business development and succession strategies

• Grow into a lead advisor role quickly

Requirements:

• CFP® exam passed (or CFP® certified)

• 13 years of financial services experience

• Series 7 & 66 licensed

• Strong communicator, tech-savvy, and passionate about helping clients

• Located in or willing to relocate to Louisville, KY (or nearby markets)