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Wealth Manager Expansion
2 months ago
- Regional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager, Sales and Sales Management.
- Isn't it Time for a Fresh We are Looking for Seasoned Professionals in the Financial Services Industry
- You will be Paid The Best Compensation in the Industry today and work with the Best Team of Professionals in the Financial Services Industry as a: Investment Advisor/Private Wealth Manager - This position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling.
- Investment Advisors listen to their clients' life goals and objectives and leverage the power of the firm to develop financial plans that help them get there.
- They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients.
- Analyze clients' financial needs, goals, sensitivity to risk and investment horizon
- You are a professional with at least 3- 5-years of experience,: Series 6, 65, and 7.
- An MBA, JD, CPA or CFP is valued
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Wealth Manager Expansion
2 months ago
Louisville, Kentucky, United States Lifetime Recruiting Strategies Full timeRegional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager, Sales and Sales Management.Isn't it Time for a Fresh We are Looking for Seasoned Professionals in the Financial Services IndustryYou will be Paid The Best...
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EXECUTIVE ASSISTANT
2 weeks ago
Louisville, United States Stock Yards Bank and Trust Full timeJob DescriptionJob DescriptionAs an Executive Assistant, your day will be filled with opportunities to oversee the functionality and daily operations of all WM&T office locations.ResponsibilitiesOffice Manager: Oversees office communications and supports essential operations for two Louisville offices and all regional offices, currently including...
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Senior Wealth Management Consultant
3 days ago
Louisville, Kentucky, United States The Ladders Full timePosition OverviewAs a Senior Wealth Management Consultant, you will serve as the key liaison and trusted financial guide for affluent clients. Your role will involve fostering, enhancing, and expanding client relationships, while also strategizing and resolving intricate financial matters. You will collaborate with the client's other advisors, such as legal...
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Personal Wealth Management Specialist
1 week ago
Louisville, Kentucky, United States The Ladders Full timePosition OverviewAs a Financial Wealth Consultant, you will play a pivotal role in serving as the primary liaison and trusted advisor for affluent clients. Your responsibilities will include nurturing, strengthening, and expanding client relationships, while also strategizing and assisting in the resolution of intricate financial matters. You will implement...
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Wealth Management Advisor II
3 months ago
Louisville, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...
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Wealth Management Advisor II
3 months ago
Louisville, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...
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Wealth Management Advisor II
3 weeks ago
Louisville, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...
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Wealth Management Advisor
3 days ago
Louisville, Kentucky, United States Republic Bank Full timePosition Overview:The Wealth Management Advisor plays a crucial role in delivering exceptional service to our Private Banking clientele. This position focuses on understanding and addressing the financial aspirations of clients through tailored banking solutions.Key Responsibilities:Provide outstanding customer service to Private Banking clients, ensuring...
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Financial Wealth Consultant
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will play a pivotal role in managing relationships with affluent clients. Your primary responsibilities will include serving as the main point of contact and trusted advisor, fostering and enhancing client relationships, and devising comprehensive wealth management strategies in...
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Financial Wealth Consultant
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timePosition OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will play a pivotal role in serving as the primary liaison and trusted consultant for affluent clients. Your responsibilities will include nurturing, enhancing, and expanding client relationships, while strategizing and addressing intricate financial matters. You will also...
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Financial Wealth Consultant
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will serve as the principal liaison and trusted consultant for affluent clients. Your role will involve nurturing, strengthening, and expanding client relationships, while also strategizing and assisting in the resolution of intricate financial matters. You will implement...
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Trust Wealth Advisor Team Lead
3 hours ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Associate Team Lead to join our team at Stock Yards Bank & Trust. As a key member of our Wealth Management & Trust Department, you will be responsible for leading, training, and developing a team of Client Service Associates to provide exceptional service to our clients.Key...
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Outside Sales Manager
3 months ago
Louisville, United States Transparent Financial Full timeJob DescriptionJob DescriptionFamily Heritage Division is currently hiring for a full-time Outside Sales Manager to work in the Louisville area. This position offers competitive compensation, advancement, and the opportunity to make an impact. On average, our Outside Sales Manager brings home an average of $78,000 the first year with the opportunity to make...
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Outside Sales Manager
1 month ago
Louisville, United States Transparent Financial Full timeJob DescriptionJob DescriptionFamily Heritage Division is currently hiring for a full-time Outside Sales Manager to work in the Louisville area. This position offers competitive compensation, advancement, and the opportunity to make an impact. On average, our Outside Sales Manager brings home an average of $78,000 the first year with the opportunity to make...
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Operations Manager
2 days ago
Louisville, Kentucky, United States ShipMonk Full timeJob Summary:We are seeking a highly skilled and experienced Operations Manager to lead our Louisville, KY fulfillment center. As a key member of our team, you will be responsible for developing, executing, and maintaining our operations and company culture, focusing on customer service, performance, and growth.Key Responsibilities:Develop and Implement...
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Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Client Services Associate in Trust Management, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients in their account management and operational needs. Strong communication abilities and prior trust experience are essential, while Stock Yards Bank and Trust offers a professional...
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Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Client Services Associate in Trust Management, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients with their account management and operational needs. Your strong communication abilities and trust experience will be essential in fostering a professional atmosphere that encourages...
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Entry Level Business Manager
2 months ago
Louisville, United States JK Sales Firm Full timeJob DescriptionJob DescriptionOur firm was established by an entrepreneur who believed that if you work hard and have a great attitude, you could build a life beyond your wildest dreams. That simple yet very effective business model has proven to be successful time and time again. Our founders' tenacious resilience to overcome adversity and create a...
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Operations Manager
3 days ago
Louisville, Kentucky, United States Stretch Zone - 1045 Full timeAssistant General Manager (AGM)We are in search of enthusiastic individuals to become part of our team at Stretch Zone. As a leader in practitioner-assisted stretching, we have locations nationwide and are experiencing ongoing expansion.Key Responsibilities:Dynamic, innovative, and proactive individualHigh ethical standards and professional...
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Entry Level Business Manager
4 weeks ago
Louisville, United States JKM Group Full timeJob DescriptionJob DescriptionOur firm was established by an entrepreneur who believed that if you work hard and have a great attitude, you could build a life beyond your wildest dreams. That simple yet very effective business model has proven to be successful time and time again. Our founders' tenacious resilience to overcome adversity and create a...