Financial Advisor in Louisville, Kentucky at Strategic Wealth Designers

About Strategic Wealth Designers

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

But growth alone isn’t the goal.

Impact is.

At Strategic Wealth Designers (SWD), we don’t hire people to fill seats. We hire professionals who take ownership, serve clients at the highest level, and raise the standard for what retirement planning should be.

Titles don’t build trust.

Relationships and results do.

The Mission

You’re not here to chase cold leads.

You are here to own and grow client relationships and guide clients through some of the most important financial decisions of their lives.

As a Financial Advisor at SWD, your role is to:

Strengthen and retain existing client relationshipsIdentify opportunities to deepen those relationships over timeDrive growth through additional assets, referrals and expanded client engagement

You will partner with the Lead Advisor to serve an established client base, but service alone is not the goal.

Growth is.

The growth comes from:

Earning trust that leads to additional assetsDelivering value that leads to referralsCreating relationships that expand over time

Clients trust us with their retirement.

Your responsibility is to honor, protect and grow that trust.

What Winning Looks Like

You’ll know you’re succeeding when:

Client relationships deepen year over yearClients consolidate additional assets with the firmYou consistently identify opportunities to enhance the client relationshipClients proactively refer friends, family and colleaguesMeetings lead to clear next steps, not just updatesYou contribute to both retention and organic growth of your client base.

We don’t measure success by activity alone.

We measure it by:

RetentionRelationship growthAssets under management growthReferral generation

What You’ll Be Responsible For

The Financial Advisor serves as a relationship manager for an existing group of clients while working alongside the Lead Advisor to deliver planning guidance, service, and preparation support. This role requires ownership, attention to detail, and a commitment to excellent client service. You are responsible for ensuring the client experience is organized, responsive, and professional at every step.

Client Relationship Management

You will:

Serve as a relationship manager for an existing book of businessConduct review and strategy meetings with a focus on both service and opportunityIdentify gaps in planning, assets, or coverage and address them proactivelyBuild trust that leads to long-term retention and expanded relationships

Clients stay because they feel understood and supported.

They grow with us because they see value.

Growth & Relationship Development

You will:

Identify opportunities for additional assets, accounts or services within existing client relationshipsEncourage and generate referrals through consistent value deliver and trust-buildingPartner with the Lead Advisor to convert opportunities into actionable next stepsContribute to the organic growth of the firm through relationship expansion

This is not cold prospecting.

This is growth through trust and execution.

Meeting Execution & Opportunity Development

You will:

Prepare for client meetings with both service and growth in mindEnsure meetings include clear recommendations and next stepsSurface opportunities for additional planning, assets or solutionsFollow through on all action items that move the relationship forward

Every meeting should do one of two things:

Strengthen the relationshipAdvance the relationship

Ideally both.

Operational Execution

You will:

Maintain accurate CRM documentation and notesAssist with internal reporting and data managementEnsure consistent follow-through on client requestsSupport the overall client experience within the office

Consistency builds trust.

Trust builds long-term relationships.

Minimum Requirements

Bachelor’s degree in Accounting, Finance, or related fieldSeries 65 or Series 66 license1+ years of experience as a Financial AdvisorExperience with investment management and insurance solutionsStrong written and verbal communication skillsExcellent organizational skills and attention to detailAbility to manage multiple priorities and deadlinesA proactive mindset and strong follow-through

Preferred Qualifications

CFP® designationLife & Health licensesExperience with a CRM systemExperience with the Envestnet platform

Who You Are

You are someone who:

Takes ownership of the client experiences highly organized and detail-orientedIs driven by outcomes not activitiesBuilds trust easily with clientsCommunicates clearly and professionallyFollows through on commitments without remindersThrives in a team environmentIs motivated by helping clients succeedHas a growth mindset (personal and professional)

You understand that great financial advice requires more than technical knowledge.

It requires preparation, consistency, and care.

Who This Is Not For

This role is not for someone who:

Avoids accountability or follow-throughStruggles with organization or time managementPrefers working independently without collaborationIs uncomfortable working directly with clientsIs looking for a purely sales-driven advisory role

We are looking for professionals who take pride in serving clients and supporting the long-term growth of the firm.

Position Details

Commitment: Full-time, approximately 40 hours per week (8am–5pm), with occasional flexibility due to client meetings or events.Location: 500 N. Hurstbourne Pkwy., Louisville, KY 40222Compensation: Starting salary range is $100,000–$125,000, depending on CFP® certification and experience. Additional compensation opportunities include:New assets and business generated from existing relationshipsClient referrals and introductionsConsistent relationship growth and retentionMaintaining high service standardsBenefits: We offer a comprehensive benefit package designed to support your health, family and growth. Some key offerings:Employer sponsored Medical, Dental & Vision plans along with additional ancillary optionsEmployer match program for 401(k), eligible for both Tradition and Roth accounts$2,500 annual Professional Development budget to support your growthGenerous Paid Time Off package and Company-wide HolidaysOur Core Values

At Strategic Wealth Designers, our culture is built around five core values:

Absolute Ownership - We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck.Selflessness - We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity.Tenaciously Driven - We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo.Coachable Mindset - We stay open to feedback, committed to learning, and focused on continuous improvement, no matter how skilled or experienced we are.Compassionate Honesty - We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships.

Strategic Wealth Designers is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.