Wealth Manager Expansion - Lifetime Recruiting Strategies : Job Details

Wealth Manager Expansion

Lifetime Recruiting Strategies

Job Location : Louisville,KY, USA

Posted on : 2025-08-16T01:10:54Z

Job Description :

Regional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a team environment as an Investment Advisor/Private Wealth Manager, Sales and Sales Management. We are looking for Top Producers in the Financial Services Industry!

This position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling. Investment Advisors listen to their clients' life goals and objectives and leverage the power of the firm to develop financial plans that help them get there. They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients.

The client firm will offer a generous compensation plus incentives from day one; even as you advance in your career and build your business, we offer marketing support. In addition, you will be able to participate in our industry-leading compensation and benefit programs.

Responsibilities
  • Devise and execute business development strategies to attract and acquire new clients.
  • Analyze clients' financial needs, goals, sensitivity to risk, and investment horizon.
  • Advise clients regarding the advantages and disadvantages of different investment strategies.
  • Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals.
  • Achieve client satisfaction and loyalty through excellent service.
    • Requirements
  • You are a professional with at least 3-5 years of experience.
  • Series 6, 65, and 7 licenses.
  • Marketing/business development aptitude.
  • Entrepreneurial spirit with a strong work ethic.
  • Excellent interpersonal skills and high level of integrity.
  • Competitive drive and achievement-oriented.
  • High degree of self-confidence and empathy.
  • A bachelor's degree or equivalent education is expected.
  • An MBA, JD, CPA, or CFP is valued.

    • Start your new career now by contacting us for an interview. Please contact me to set up a time for an interview next week. Thank you for your consideration!

    Contact: [email protected]

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