Owen LaRue Financial Group · 1 day ago
Financial Advisor
Elizabethtown, KY
Full-time
Onsite
Entry, Mid, Senior LevelOwen LaRue Financial is a growing independent financial planning and investment advisory firm. They are seeking motivated Financial Advisors, either experienced or professionals transitioning from other industries, to help clients achieve financial clarity and long-term success.
Financial ExchangesFinancial ServicesInsuranceRetirement
Responsibilities
Develop and manage long-term client relationships built on trust and fiduciary care
Provide comprehensive financial planning, including retirement, investment, tax-aware, estate, and risk-management strategies
Prospect, onboard, and retain clients through networking, referrals, and community engagement
Educate clients on financial strategies and market conditions in a clear, professional manner
Collaborate with internal team members to deliver a high-quality client experience
Maintain compliance with regulatory and firm standards
Participate in ongoing professional development and training
Qualification
Required
Bachelor's degree preferred (or equivalent professional experience)
Strong interpersonal, communication, and analytical skills
High ethical standards and a client-first mindset
Self-motivated with the ability to manage time, priorities, and client relationships independently
Active Series 65 (or Series 7 & 66), or willingness to obtain required licensing within a defined onboarding period (firm support provided)
Benefits
Competitive compensation structure based on experience (salary, revenue sharing, or hybrid model)
Clear career progression with long-term earning potential
Opportunity to build or transition a book of business
Mentorship and support from senior advisors
Access to planning tools, compliance infrastructure, and operational support
Company
Owen LaRue Financial Group
Owen LaRue Financial Group offers products and services such as trust planning, debt management, life insurance, bonds, and trust accounts.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase