Financial Advisor (CFP)
Location: Bowling Green, KY
Job Type: fulltime
Company: The Greater Midwest Financial Group
Salary: $50000.0 - $75000.0 per year
Category: Financial Services
Job Description Apply Now
Begin your journey as a Financial Advisor (CFP) and make a meaningful impact by guiding individuals and families toward their financial goals. As a member of Prudential Advisors, you will join a reputable organization committed to providing financial planning solutions and comprehensive support for both clients and team members. This full-time position offers the opportunity to grow professionally while helping clients achieve financial security and confidence.
As a Financial Advisor (CFP), you will leverage your analytical skills and interpersonal abilities to develop and implement custom financial strategies. This role is geared towards driven, entrepreneurial-minded professionals who are motivated to succeed and thrive in a collaborative environment. The position is open to individuals who are new to the financial services industry as well as those with prior exposure, thanks to our comprehensive training and development program. The role provides a pathway to professional growth, with licensing and education support and a structured career development track.
On a typical day, you can expect to:
- Establish and nurture relationships with both existing and prospective clients, understanding their unique financial needs and objectives.
- Collect and analyze client data to create robust, customized financial plans tailored to short-term and long-term goals.
- Guide clients through retirement planning, investment portfolio construction, and risk management strategies.
- Prepare and review investment recommendations, ensuring alignment with client objectives and compliance standards.
- Engage in ongoing professional development, staying current on industry trends, regulations, and best practices.
Our firm values proactive, customer-focused individuals who excel in communication, negotiation, and problem-solving. The Financial Advisor (CFP) position is ideal for those who are passionate about continuous learning and looking to advance their career in a supportive, team-oriented environment.
The path to becoming a Financial Advisor (CFP) begins with our Career Development Program (CDP), which includes a Pre-Contract Affiliate phase. During this phase, you will study for and obtain required FINRA and resident state licenses, with exam fees and study materials covered by the company. Upon successful completion, you may receive an offer to join as a Contract Associate, with compensation in accordance with applicable wage standards. Advancement to the Financial Professional Associate (FPA) role offers commission- and bonus-based earnings, aligning your success with your clients' achievements.
Prudential Advisors supports your personal and professional growth through:
- A framework for earning required licenses and certifications
- A collaborative team environment with joint work opportunities
- Competitive and unique compensation and benefits packages
- Guidance from experienced leaders and mentors
Eligible team members may participate in a comprehensive benefits program, including 401(k) plans, medical, dental, vision, and life insurance options, as well as paid leave. Prudential Advisors is committed to fostering an inclusive, diverse, and supportive work environment for all employees.
Join us and take the next step in your professional journey as a Financial Advisor (CFP). Apply now by clicking the job application button and discover how you can help clients build a secure financial future while advancing your own career.
Financial Advisor (CFP) - Summary- Full-time position focused on providing comprehensive financial planning services
- Collaborative, team-oriented environment
- Emphasis on professional growth and continuous learning
- Open to candidates with or without prior financial industry experience
- Develop and maintain client relationships
- Gather and analyze client financial information
- Create and present tailored financial plans
- Advise clients on retirement planning and investment strategies
- Stay informed about industry regulations and best practices
- Pursue ongoing education and licensing as required
- Pre-Contract Affiliate phase compensation per applicable wage standards
- Commission and bonus structure for Financial Professional Associates
- Average first-year compensation range: $50,000 - $75,000 (commissions and bonuses)
- Eligibility for 401(k), medical, dental, vision, and life insurance plans
- Paid leave for eligible employees
- Self-starter with an entrepreneurial drive
- Strong communication, negotiation, and problem-solving skills
- Customer service orientation
- Critical thinking and analytical capabilities
- Sales experience and/or networking skills a plus
- College degree or equivalent work/life experience (minimum high school diploma or GED)
- Willingness to obtain required FINRA and state licenses
- Highly motivated and goal-oriented
- Enjoys building relationships and helping others achieve success
- Values teamwork and ongoing professional development
- Committed to integrity and ethical standards
- Comprehensive training and career development programs provided
- Supportive leadership and mentoring available
- Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries
- Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW.
- Prudential is an employer that participates in E-Verify.
Take the next step in your career and apply for the Financial Advisor (CFP) role by clicking the application button today!