Demo

Financial Advisor

Family Wealth Planning Partners LLC
Louisville, KY Full Time
POSTED ON 3/26/2025
AVAILABLE BEFORE 4/24/2025

Stop Scrolling — This Could Be the Career Shift You’ve Been Waiting For


You're great at what you do — financial planning, building trust, guiding people to real financial security. But let’s be honest: the grind of cold prospecting, endless networking, and chasing leads isn’t why you got into this business. You’re here to help people. To build a practice. To grow wealth — theirs and yours.


Imagine this: a steady stream of qualified leads, live events filled with pre-interested prospects, and a marketing engine working for you while you do what you do best — advising, planning, closing, and growing.


If you’re a Financial Advisor with 3–5 years of experience, this is your shot to stop hunting and start building.


This role is different. And it’s in Louisville, KY.

You’ll be joining Family Wealth Planning Partners (FWPP) — a fast-growing advisory firm that’s rewriting how advisors scale their practice. FWPP specializes in holistic planning, leveraging both AUM and fixed indexed annuities.


The firm provides high-quality leads through modern marketing and events, taking the burden of prospecting off your shoulders.


Here’s what you’ll actually do:

Meet with warm leads (yes, really) from social media, email campaigns, and events

Run live seminars (1–2 per month) — with help at first, then solo

Convert qualified prospects into lifelong clients

Deliver full financial plans and help clients move assets under your management

Strengthen relationships, nurture referrals, and grow your book with full support

Be part of acquisition strategies as the firm buys out retiring advisors


You’re the right fit if:

You hold a Life Insurance License and Series 65 (or equivalent)

You’ve done financial planning for 3–5 years

You’re experienced with AUM, annuities, and retirement planning

You know how to close and you follow up like a pro

You’re excited to speak at events and build your personal brand

You’re ready to grow and stop doing it all alone


Why this role changes everything:

Zero cold prospecting. The firm brings the leads to you.

Multiple compensation paths, including guaranteed minimums and revenue splits

Ownership potential and access to books of business via acquisitions

A tight-knit team of owners backing your growth

True work that matters — changing financial futures, one family at a time

This is not just another advisor role. This is the platform you’ve been searching for. One that helps you serve, grow, and actually love your career again.


The next chapter of your career starts here — if you take the first step.


Apply now!

Salary : $95,000 - $240,000

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