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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 IndustryYou 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 horizonYou 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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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
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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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 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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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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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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Senior Financial Accountant
1 week ago
Louisville, Kentucky, United States Jobot Full timePrestigious Wealth Management Firm - Emphasis on Work-Life Balance - No Billable Hours Tracking, Bonus Opportunities, and Clear Advancement PathThis Jobot Job is hosted by: Dana StewartSalary: $75,000 - $95,000 per yearAbout Us:We are a leading national registered wealth management and institutional consulting firm dedicated to serving high-net-worth...
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Senior Financial Accountant
3 days ago
Louisville, Kentucky, United States Jobot Full timePrestigious Wealth Management Firm - Emphasis on Work-Life Balance - No Billable Hours Tracking, Bonus Opportunities, and Clear Advancement PathThis Jobot Job is hosted by: Dana StewartSalary: $75,000 - $95,000 per yearAbout Us:We are a leading national registered wealth management and institutional consulting firm dedicated to serving high-net-worth...
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Senior Financial Accountant
1 week ago
Louisville, Kentucky, United States Jobot Full timeLeading Wealth Management Firm - Excellent Work-Life Balance - No Billable Hours Tracking, Bonus Opportunities, and Clear Advancement PathThis Jobot Job is hosted by: Dana StewartSalary: $75,000 - $95,000 per yearAbout Us:We are a prominent national registered wealth management and institutional consulting organization dedicated to serving high-net-worth...
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Senior Financial Accountant
3 days ago
Louisville, Kentucky, United States Jobot Full timePrestigious Wealth Management Firm - Emphasis on Work-Life Balance - No Billable Hours Tracking, Bonus Opportunities, and Clear Advancement PathThis Jobot Job is hosted by: Dana StewartSalary: $75,000 - $95,000 per yearAbout Us:We are a leading national registered wealth management and institutional consulting firm dedicated to serving high-net-worth...
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Senior Financial Accountant
1 week ago
Louisville, Kentucky, United States Jobot Full timeLeading Wealth Management Firm - Emphasis on Work-Life Balance - No Billable Hours Tracking, Bonus Opportunities, and Clear Advancement PathThis Jobot Job is hosted by: Dana StewartSalary: $75,000 - $95,000 per yearAbout Us:We are a prominent national registered wealth management and institutional consulting organization dedicated to serving high-net-worth...
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Senior Financial Accountant
1 week ago
Louisville, Kentucky, United States Jobot Full timeAbout the Position:We are a prominent wealth management firm dedicated to providing exceptional financial services. Our focus is on maintaining a healthy work-life balance for our employees, and we pride ourselves on not tracking billable hours. We offer a competitive bonus structure and a clear path for career advancement.Salary Range:$75,000 - $95,000 per...
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Senior Financial Accountant
3 days ago
Louisville, Kentucky, United States Jobot Full timeLeading Wealth Management Firm - Emphasis on Work-Life Balance - No Billable Hour Tracking, Bonus Opportunities, and Clear Advancement PathThis Jobot Job is hosted by: Dana StewartSalary: $75,000 - $95,000 per yearAbout Us:We are a prominent, nationally recognized wealth management and institutional consulting organization dedicated to serving high-net-worth...
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Client Relationship Manager
3 days ago
Louisville, Kentucky, United States Republic Bank Full timePosition Overview:The Wealth Management Consultant plays a crucial role in delivering exceptional service to our Private Banking clientele. This position is dedicated to understanding and addressing the financial aspirations of our clients through tailored banking solutions.Key Responsibilities:Provide personalized financial advice and banking services to...
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Chief Operations Manager
2 days ago
Louisville, Kentucky, United States Voda Cleaning and Restoration of Louisville and SE Indiana Full timeJob SummaryVoda Cleaning and Restoration of Louisville and SE Indiana is seeking a highly skilled and experienced Chief Operations Manager to lead our team of professionals. As a key member of our management team, you will be responsible for overseeing the delivery of exceptional customer satisfaction by consistently meeting and exceeding our contractual...