Financial Advisor

Company: Prosperity Asset Management Llc
Location: Louisville
Posted on: June 4, 2025

Job Description:

*Job Title:* Financial Advisor*Location: *Louisville KY*Company:* Prosperity Asset Management, LLC*About Us: *Prosperity Asset Management, LLCis a boutique financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personal service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are seeking a motivated and detail-oriented Financial Advisor to join our team.*Position Overview:* As a Financial Advisor, you will work closely with the owner and senior advisor to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior experiences with providing financial advice, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset.*Why Join Us?** Youre feeling capped where you are now and want independent opportunities.* We are a growing firm looking to have someone to share our success.* Opportunity to work in a collaborative and supportive environment.* Mentorship and professional development opportunities.* Competitive base salary plus a lucrative variable compensation model.* Professional office setting and top-notch administrative support* Ability to work in multiple locations.* Potential for career growth within the firm, to include the opportunity to take over an existing book of business in the next five to ten years.*Our Investment In You:* PTO Paid Holidays Marketing budget Employee Paid Major Medical Retirement Plan*Key Responsibilities:** Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections.* Hold client and prospective client meetings to provide support and ensure follow-up on action items.* Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients.* Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives.* Help grow the firms client base through consumers activities and company-funded marketing efforts.* Support marketing and business development initiatives, including vendor research.* Stay current on industry trends, financial products, and regulatory requirements.* Provide support to existing clients by answering inquiries and performing account service requests.*Qualifications:** Investment licensure: Series 65 or equivalent (Required)* A high level of professionalism and a commitment to client service (Required)* Bachelors degree (Required)* 3+ years of experience in financial planning or investment advisory services (Required)* Life & Health Insurance licensure (Required)*Salary: *55k-65k plus variable compensation opportunities*Check us out!*- https://prosperityassetmanagement.com/If you feel you would be a good fit, apply today!Job Type: Full-timePay: $55,000.00 - $65,000.00 per yearBenefits:* Health insurance* Paid time off* Professional development assistance* Retirement planCompensation Package:* Commission payApplication Question(s):* Are you willing to undergo a background check for this position?License/Certification:* Life & Health Insurance License (Required)* Series 65 (Required)Work Location: In personby Jobble

Keywords: Prosperity Asset Management Llc, Lexington , Financial Advisor, Accounting, Auditing , Louisville, Kentucky