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Client-First Financial Advisor; Partially Remote
Remote / Online - Candidates ideally in
Owensboro, Daviess County, Kentucky, 42302, USA
Listed on 2026-02-15
Owensboro, Daviess County, Kentucky, 42302, USA
Listing for:
Beacon Asset Management LLC
Remote/Work from Home
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Owensboro, Kentucky is seeking a Personal Financial Advisor. The role involves analyzing financial data to create strategies that cater to client needs, researching investment opportunities, and maintaining strong client relationships. Ideal candidates will be experienced in CRM, financial analysis, and Microsoft Teams. This position offers competitive compensation, access to modern tools, and a client-first culture focused on trust and transparency.
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