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Financial Advisor

4 weeks ago

Lexington, United States High Knoll Wealth Advisors Full time

Are you tired of the BS? Ready to act in the best interest of your clients? No annuities, no life insurance—just doing right by your clients because you're a good person. High Knoll Wealth Advisors is a fee-only, fiduciary investment advisor located in the heart of Downtown Lexington. Founded by a Principal who spent over a decade at Morningstar, embracing an "investors first" mindset, High Knoll Wealth Advisors is committed to acting in the best interests of its clients.


As an Investment Advisor Representative, you'll have access to premier office space on Short Street in Downtown Lexington and incredible tools and technology, supported by a firm that won "Best Financial Planner" in the 2024 Lexington Herald-Leader's Best of Lexington awards. You'll have the autonomy to build your business the way you want.


Your Responsibilities

• Provide excellent investment management and financial planning support to your clients.


About You

• Strong understanding of the investment business.

• Excellent interpersonal skills.

• Series 65 licensed or able to obtain it within 90 days.

• Have an existing book of business or the willingness to develop one.


If this is of interest, our firm's Principal, Jonathan Pliszka, would love to chat. Email him at jonathan.pliszka@highknollwealth.com. Thanks