Financial Advisor

11 hours ago

Louisville Metropolitan Area, United States Magellan Financial & Insurance Services, Inc. Full time

Is your practice growth capped by a lack of marketing and operational support?

For the proven Financial Advisor with a portable client book who has hit an operational ceiling, this is a career-defining inflection point. You've built the relationships and honed your craft, but you're spending more time on administrative friction and lead generation than on high-value client strategy. Your income has plateaued, but your ambition hasn't.

Family Wealth Planning Partners (FWPP) is launching a new flagship office in Louisville, and we are looking for one elite, growth-minded Advisor to anchor it. We've engineered the solution to your bottleneck: a powerful, in-house marketing and appointment-setting engine that fills your calendar, combined with comprehensive operational infrastructure that liberates you to do what you do best—advise clients and scale your AUM.

This isn't a job. It's a strategic partnership designed to multiply your efforts and unlock your next level of professional achievement and income.

Your Mandate & Opportunity

  • Lead the Market:
    Anchor our new Louisville office, transitioning your established client relationships onto a platform built for exponential growth.
  • Leverage a Proven Growth Engine:
    Receive a steady stream of qualified, first-time appointments from our in-house team and event-driven marketing machine (TV, radio, workshops, and exclusive client events).
  • Focus Exclusively on Alpha-Generating Activities:
    Delegate account administration, trading, and billing to our centralized operations team, freeing you to focus on client acquisition, financial planning, and deepening relationships.
  • Deliver Comprehensive Planning:
    Utilize our education-first, lifestyle-planning framework to provide holistic advice covering retirement income, tax strategy, estate coordination, and investment management under a fiduciary standard.
  • Achieve Uncapped Earning Potential:
    Plug into a compensation structure designed to aggressively reward asset growth, with top performers realizing significant upside as recurring AUM compounds.

Required Qualifications & Profile

This role is for a disciplined executor with a proven track record. Non-negotiable requirements include:

  • Portable AUM:
    A minimum of $4–5MM in client assets with a high probability of transition.
  • Licensing:
    Active Series 65 (or Series 7 & 66) and a Kentucky Life & Health license (or ability to secure it within 90 days).
  • Experience:
    3–7+ years of direct client-facing financial planning and investment advisory experience with demonstrated asset acquisition success.
  • Commitment to Office Presence:
    The drive and discipline to work from our new Louisville office, collaborating with our team to build a dominant market presence. You must be physically present.

About Family Wealth Planning Partners

FWPP is an SEC-registered investment adviser built by advisors, for advisors. We reject the bureaucratic inertia of traditional firms, opting instead for an entrepreneurial, high-accountability culture. Our entire model is engineered around an education-forward, client-centric ethos that demystifies wealth management. With approximately $350 million in AUM, we provide the stability and resources of an established firm with the agility and growth mindset of a startup.

Your Next Step

If you are a high-integrity, coachable advisor ready to trade operational drag for accelerated growth, we encourage you to apply. This is a selective opportunity for a single candidate to lead a critical market expansion. Submit your resume to begin a confidential conversation.

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