Financial Advisor – Louisville, KY

Family Wealth Planning Partners (FWPP)

Compensation: Base Salary + % of Revenue Generated (AUM, FIA production)

Position Overview

Family Wealth Planning Partners (FWPP) is seeking an experienced Financial Advisor to join and help establish our Louisville presence. This role is designed for an advisor who wants to focus on client acquisition and planning while leveraging an established infrastructure for marketing, appointment setting, and operational support.

You will work with firm-generated prospects, deliver comprehensive retirement-focused planning, and drive net-new asset growth. FWPP provides the platform, resources, and back-office support to help you grow efficiently and maintain a high client service standard.

What FWPP Provides

• Firm-supported marketing: TV/radio, workshops, and client events executed through in-house resources
• Appointment setting support: Dedicated team scheduling first-time appointments directly to your calendar
• Operational and administrative support: Trading, billing, and operations support to reduce non-client-facing workload
• Collaborative culture: Planning-oriented team environment with access to experienced partners
• Platform flexibility: Multi-custodian advisory platform with affiliated insurance solutions when appropriate

Key Responsibilities

• Convert firm-supplied appointments into new client relationships and drive net-new assets
• Provide comprehensive planning for pre-retirees and retirees, including retirement income strategies, tax-aware planning, and estate coordination
• Maintain and deepen relationships through a service model centered on planning and proactive client communication
• Participate in local events/workshops and represent FWPP in the Louisville market

Qualifications

• Licensing: Series 65 or Series 7 & 66; Kentucky Life & Health license (or ability to obtain within 90 days)
• Experience: 2–7+ years in a client-facing advisory role with demonstrated success converting prospects into clients
• Retirement planning: Experience advising pre-retirees/retirees, including income and tax-aware planning (preferred)
• Growth mindset: Comfortable working firm-provided leads from workshops/events and scheduled appointment flows (preferred)
• Location: Ability to work onsite in Louisville and support the launch/growth of the local office

If you’re an advisor who values a planning-first approach and wants marketing, appointment support, and operational infrastructure behind your growth, we should talk.