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Wealth Advisor: Holistic Client Guidance & Digital Access
Job in
Richmond, Madison County, Kentucky, 40476, USA
Listed on 2026-06-16
Listing for:
Mcknights
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Mcknights in Kentucky seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. The role requires at least 2 years of experience in financial services and various necessary licenses. A valid Series 7 and Series 66 licenses are required, alongside skills in client acquisition and goals-based planning.
The financial advisor will champion the success of teammates and embrace digital innovations to enhance client services. The position offers a competitive rewards package including healthcare coverage and tuition reimbursement.
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