Financial Advisor – Louisville | Marketing + Appointments Provided
Magellan Financial & Insurance Services, Inc., Louisville, Kentucky, us, 40201
Comp:
Base Salary + % of Revenue Generated (FIA's, AUM)
Build your book — without building the infrastructure
You’ve proven you can build and serve a client base. Now you’re hitting the solo plateau: too much time on compliance, ops, scheduling, and not enough time closing new business.
FWPP is built for growth-minded advisors who want
infrastructure + marketing + operational support
to scale faster. You’ll plug into our in-house marketing ecosystem (TV/radio/events) and
dedicated appointment setting , so your time stays focused on client acquisition and advice.
What we provide
Marketing engine:
TV/radio + workshops/events supported by in-house execution
In-house appointment setting:
our team books first-time appointments directly onto your calendar
Back-office relief:
trading, billing, and operations support so you can focus on revenue-generating work
Team & mentorship:
entrepreneurial partner group and a collaborative planning culture
Platform flexibility:
multi-custodian advisory platform + affiliated insurance solutions where appropriate
What you’ll do
Convert firm-supplied appointments into new households and
drive net-new asset growth
Deliver comprehensive planning (retirement income, tax strategies, estate coordination) for pre-retirees
Build long-term client relationships and deepen existing ones through a high-service planning model
Must-haves
Licensing:
Series 65 (or Series 66 + 7); KY Life & Health (or ability to obtain within 90 days)
Experience:
3–7+ years client-facing planning with a record of converting prospects to clients
Local:
ability to work onsite in Louisville to anchor the new office
Nice-to-have
Retirement-focused planning experience
Prior use of marketing-driven appointment flows (events/workshops/seminars)
To apply Submit your resume and a brief summary of your current practice structure (AUM range, client profile, and how your book is serviced today).
#J-18808-Ljbffr
Base Salary + % of Revenue Generated (FIA's, AUM)
Build your book — without building the infrastructure
You’ve proven you can build and serve a client base. Now you’re hitting the solo plateau: too much time on compliance, ops, scheduling, and not enough time closing new business.
FWPP is built for growth-minded advisors who want
infrastructure + marketing + operational support
to scale faster. You’ll plug into our in-house marketing ecosystem (TV/radio/events) and
dedicated appointment setting , so your time stays focused on client acquisition and advice.
What we provide
Marketing engine:
TV/radio + workshops/events supported by in-house execution
In-house appointment setting:
our team books first-time appointments directly onto your calendar
Back-office relief:
trading, billing, and operations support so you can focus on revenue-generating work
Team & mentorship:
entrepreneurial partner group and a collaborative planning culture
Platform flexibility:
multi-custodian advisory platform + affiliated insurance solutions where appropriate
What you’ll do
Convert firm-supplied appointments into new households and
drive net-new asset growth
Deliver comprehensive planning (retirement income, tax strategies, estate coordination) for pre-retirees
Build long-term client relationships and deepen existing ones through a high-service planning model
Must-haves
Licensing:
Series 65 (or Series 66 + 7); KY Life & Health (or ability to obtain within 90 days)
Experience:
3–7+ years client-facing planning with a record of converting prospects to clients
Local:
ability to work onsite in Louisville to anchor the new office
Nice-to-have
Retirement-focused planning experience
Prior use of marketing-driven appointment flows (events/workshops/seminars)
To apply Submit your resume and a brief summary of your current practice structure (AUM range, client profile, and how your book is serviced today).
#J-18808-Ljbffr