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Invictus Direct · Louisville, Kentucky
Location:
New Albany, Indiana
Schedule:
Monday - Friday 9 am - 5 pm (some exceptions)
Our client is seeking an experienced and client-focused Financial Advisor with a specialized background in 401K business and retirement planning. The ideal candidate will bring at least 3 years of experience in wealth management or financial advising, combined with strong analytical capabilities and a passion for helping clients secure their financial futures. This is a client-facing role that requires excellent interpersonal skills, strategic thinking, and a solid understanding of retirement plans and investment products.
Advise individuals and business clients on retirement planning, with a strong emphasis on 401K plan design, implementation, and ongoing support
Serve as the primary point of contact for clients, maintaining high standards of communication and relationship management
Analyze client financial needs and develop tailored investment and savings strategies
Conduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trends
Collaborate with internal teams to ensure seamless onboarding and service delivery
Minimum of 3 years of experience in financial advising, wealth management, or a related field
Demonstrated expertise in 401K plans and business retirement solutions
Must have either a Series 65 license OR a Series 66 AND Series 7 licenses
Must be open to attaining a CFP in the first 12 months
Strong analytical and problem-solving skills with a proven track record of success in client-facing roles
Details
| Company | Invictus Direct |
| Location | Louisville, Kentucky |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $60,000 – $60,000 / yr |