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Wealth Advisor

Professional Wealth Advisors, LLC
Paducah, KY Full Time
POSTED ON 6/6/2024

Company Description

Professional Wealth Advisors, LLC is a client-focused wealth management firm located in the Downers Grove, IL and surrounding area, Milwaukee, WI, and Paducah, KY. We provide goals-based guidance in areas including Retirement Planning, Income Planning, Investments, Risk Management, Estate Planning, and more. Our firm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, and a member of FINRA/SIPC. We are committed to helping our clients achieve their financial goals and provide personalized solutions for their wealth management needs.


Role Description

This is a full-time on-site role for a Wealth Advisor for the Paducah, KY office. The Wealth Advisor will be responsible for providing financial planning and retirement planning services to existing and new clients. They will also assist with investment strategies and offer advice on wealth management services. The Wealth Advisor will work closely with clients to understand their financial goals and objectives, and develop customized plans to help them achieve their desired outcomes.


Qualifications

  • FINRA Series 7, 66 (or 63 & 65), Kentucky Life/Health
  • Financial Planning and Retirement Planning skills
  • Knowledge and experience in Investments and Finance
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong client relationships
  • Attention to detail and strong analytical skills
  • Relevant certifications (e.g., CFP, CFA) are a plus
  • Bachelor's degree in Finance, Economics, or a related field


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

 



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