Financial Advisor
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-01-12
Listing for:
Artemis Consultants
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Banking & Finance, Investment Banking
Job Description & How to Apply Below
In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee‑based accounts.
Qualifications- Bachelor’s Degree preferred.
- State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
- Knowledge of core investment products including fixed and variable annuities and mutual funds.
- Must have fundamental understanding of Bank services and operations.
- Market (investment) knowledge.
- Experience in investment sales or related fields.
- Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
- Mid‑Senior level
- Full‑time
- Finance
- Financial Services, Banking, and Investment Banking
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