Top 54 Financial advisor Jobs in Lexington, Ky

WM Affluent Banker
U.S. Bank National Association —Lexington, KY
- $75,820 - $98,120 a year
- Writing skills
- Mid-level
- Office
- Paid holidays
- Disability insurance
Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Financial Advisor
Freedom Financial Group —Lexington, KY
- $90,000 - $140,000 a year
- Full-time
- Sales
- Driver's License
- Travel
- Flexible schedule
- Life insurance
Quick Apply
Financial Advisor - Kentucky (Career Changer / New to Industry)
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
9d
Client Service Specialist
The Glenview Trust Company —Lexington, KY
- $70,000 a year
- Full-time
- 5 years
- Research
- Mid-level
Quick Apply
10d
Financial Advisor - Veteran Transition Program (KY)
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
9d
Wealth Management Trainee (KY)
Bankers Life —Lexington, KY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Lexington, KY
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
1d
Voya Financial Advisors Lexington
Voya Financial Advisors —Lexington, KY
- Full-time
- Mid-level
- 403(b)
Personal Financial Counselor, Assignment Ready Counselor, PFC, KY
Magellan Health —Nicholasville, KY
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Private Wealth Advisor
Professions Inc —Lexington, KY
- 5 years
- Business development
- Bachelor's degree
Quick Apply
10d
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
9d
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
10d
Experienced Financial Advisor - Confidential Move Conversation
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
9d
Wealth Private Banking Advisor - Lexington/Louisville
Truist Bank —Lexington, KY
- Full-time
- English
- Mid-level
- Master's degree
- AD&D insurance
- Paid holidays
14d
Senior Wealth Management & Trust Advisor
BANK OF THE BLUEGRASS & TRUST COMPANY —Lexington, KY
- Part-time
- Research
- Office
- Bachelor's degree
Quick Apply
Managing Director
WealthBridge Financial Group —Georgetown, KY
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Financial Services Consultant | Remote
Alpha Wealth Services —United States
- $67,876.97 - $77,419.77 a year
- Contract
- Remote
- Mentoring
- US work authorization
- Recruiting
- Professional development assistance
- Flexible schedule
Quick Apply
1d

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financial advisor jobs near lexington, ky

WM Affluent Banker

U.S. Bank National Association -
Lexington, KY

Apply Now

Job Details

$75,820 - $98,120 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Wealth management

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions.

This role has multiple levels, open to candidates with up to 3 years minimum experience in Wealth Management. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.

Locations: We are looking to hire a WM Affluent Banker in Nashville, TN and Lexington, KY.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Up to three years of experience in Wealth Management private banking or financial services
Series 6-63 or Series 7-63 licenses

Preferred Skills/Experience

Strong relationship management, sales, and business development skills
Basic understanding of Wealth products and offerings
Basic competency in Financial Planning
Ability to engage in wealth discussions with clients in order to increase book of business
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Effective writing, speaking and presentation skills

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $80,280.00 - 98,120.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

financial advisor jobs in lexington, ky

WM Affluent Banker

Support Advisor - Inspired Wealth Advisors

Financial Advisor

Financial Advisor - Kentucky (Career Changer / New to Industry)

Client Service Specialist

Financial Advisor - Veteran Transition Program (KY)

Wealth Management Trainee (KY)

Registered Wealth Management Client Associate

Voya Financial Advisors Lexington

Personal Financial Counselor, Assignment Ready Counselor, PFC, KY

Private Wealth Advisor

Experienced Financial Advisor - Independent Platform, Full Book Portability

Career-Transition Partnership - For Advisors Approaching Reduced Production

Experienced Financial Advisor - Confidential Move Conversation

Wealth Private Banking Advisor - Lexington/Louisville

Senior Wealth Management & Trust Advisor

Managing Director

Wealth Solutions Advisor

Wealth Solutions Investment Advisor

Financial Services Consultant | Remote

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