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Investment Consultant

2 months ago

Lexington, Kentucky, United States High Knoll Wealth Advisors Full time

Are you ready to make a meaningful impact in the financial sector?

High Knoll Wealth Advisors is a fee-only fiduciary investment advisory firm dedicated to prioritizing the needs of our clients. Our firm, established by a Principal with extensive experience in the investment industry, is located in a vibrant area, offering a supportive environment that champions an 'investors first' philosophy.

Your Role

As an Investment Advisor Representative, you will enjoy access to premium office facilities and cutting-edge technology, enabling you to deliver exceptional service to your clients. You will have the freedom to shape your practice according to your vision.

Key Responsibilities


• Deliver outstanding investment management and comprehensive financial planning services to clients.

Ideal Candidate Profile


• In-depth knowledge of the investment landscape.


• Strong communication and interpersonal abilities.


• Possession of a Series 65 license or the capability to acquire it within a specified timeframe.


• An existing client base or the ambition to cultivate one.

If you resonate with our mission and values, we encourage you to explore this opportunity further.