Financial Advisor
📋 Role Overview & Responsibilities
Company Overview
Leading the way in financial planning and wealth management, Powerful Legacy has established a strong presence in both Lexington and Louisville, Kentucky. We excel at steering clients through the complex journey of planning for their financial future. Offering a comprehensive suite of services, including income strategies, wealth management, annuities, investments, and insurance solutions, our personalized strategy is designed to empower clients, guiding them to fulfill their financial dreams.
Position Description:(Zero Prospecting)
As a Financial Advisor at Powerful Legacy, your mission extends beyond planning; you transform dreams into tangible outcomes. Your core responsibility involves leading clients on a thorough journey of financial planning, creating strategies that align with their distinct retirement goals. This position is perfect for those driven by a desire to impact lives positively through financial planning and who are eager to build a loyal client base.
Salary: $75,000-$125,000
Compensation package:Bonus opportunitiesCommission pay
Primary ResponsibilitiesConduct detailed financial assessments using our proprietary Powerful Legacy, focusing on income, investment, tax, healthcare, and legacy planning.Create and implement personalized financial plans.Advise on fee-based investments (AUM), fixed-indexed annuities (FIAs), and life insurance.No prospecting required—utilize the firm's robust marketing channels, including TV shows, radio, and digital marketing, to engage potential clients.Collaborate with our team to continuously enhance service quality and client satisfaction.
Qualifications & SkillsActive Life and Health Insurance License.Active Series 65 or 66 License.Proven sales and communication ability.Strong client-facing experience; prior financial planning exposure preferred.Eagerness to learn, adapt, and grow within our team.Alignment with our core belief: Comprehensive Financial Planning for Everyone.
Note:This role is not open to remote applicants.
Powerful Legacy is an Equal Opportunity Employer, committed to a diverse and inclusive work environment
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This position is located in Louisville Metropolitan Area with potential relocation and sponsorship assistance depending on candidate qualifications.
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