Wealth Management Advisor

Required Skills & Experience- 5-7 years of successful investment and/or portfolio management experience, within the banking or financial services industry - CFP, CFA, or CHFC (if they dont have they must be willing to get it during employment) - Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)Job DescriptionA client is looking for...

Required Skills & Experience- 5-7 years of successful investment and/or portfolio management experience, within the banking or financial services industry - CFP, CFA, or CHFC (if they dont have they must be willing to get it during employment) - Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)Job DescriptionA client is looking for...

Required Skills & Experience- 5-7 years of successful investment and/or portfolio management experience, within the banking or financial services industry - CFP, CFA, or CHFC (if they dont have they must be willing to get it during employment) - Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)Job DescriptionA client is looking for...

Required Skills & Experience- 5-7 years of successful investment and/or portfolio management experience, within the banking or financial services industry - CFP, CFA, or CHFC (if they dont have they must be willing to get it during employment) - Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)Job DescriptionA client is looking for...

About the RoleAt U.S. Bank, we're passionate about helping customers and the communities where we live and work. As a Wealth Management Advisor, you'll play a key role in delivering exceptional client experiences and helping our customers achieve their financial goals.Key ResponsibilitiesMeet with affluent clients to understand their financial needs and...

Job Title: Wealth AdvisorAs a Wealth Advisor at Stock Yards Bank & Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients, building and solidifying relationships, and implementing wealth management strategies in collaboration with clients' other advisors.Responsibilities:Develop a deep understanding of clients'...

Job SummaryStock Yards Bank and Trust is seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for serving as the primary point of contact and trusted advisor for high net worth clients, building and maintaining strong relationships, and implementing wealth management strategies to meet the...

Job SummaryAs a Wealth Advisor at Stock Yards Bank & Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients, building and maintaining strong relationships through holistic wealth management strategies. You will work closely with clients to understand their financial and family situations, providing tailored...

Summer Internship in Wealth ManagementCerity Partners is a leading national registered wealth management and institutional consulting firm seeking talented and motivated individuals to join our Louisville Wealth Management team for the summer of 2025.Job SummaryWe are looking for a summer intern to assist our financial advisors with client presentations,...

Job DescriptionAs a Wealth Advisor at Stock Yards Bank and Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients. Your day will be filled with opportunities to build, solidify, and expand client relationships, strategize and assist with the resolution of complex issues, and implement wealth management strategies...

Job DescriptionWe are seeking a highly skilled and experienced Wealth Client Service Associate to join our team at Truist Inc. This role will provide exceptional client service and support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key ResponsibilitiesTriage and delegate client and...

Job SummaryWe are seeking a highly skilled and experienced Wealth Client Service Associate to join our team at Truist Inc. As a key member of our Wealth Support team, you will play a critical role in providing exceptional client service and support to our high net-worth clients.Key ResponsibilitiesTriage and delegate client and advisor operational requests...

Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team of entrepreneurs who share your passion for delivering exceptional client experiences.Key Responsibilities:Identify and...

Associate Investment AdvisorWe are seeking a highly skilled Associate Investment Advisor to join our team at Windward Recruiting in Louisville. As a key member of our wealth management team, you will be responsible for providing exceptional client service, managing investments, and driving business growth for ultra-high-net-worth clients.Key...

We are searching for an Associate Investment Advisor in Louisville to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients.DUTIES & RESPONSIBILITIESDeliver outstanding client service with high integrity and ethical standards.Build and maintain strong relationships with new and existing clients,...

We are searching for an Associate Investment Advisor in Louisville to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients.DUTIES & RESPONSIBILITIESDeliver outstanding client service with high integrity and ethical standards.Build and maintain strong relationships with new and existing clients,...

We are searching for an Associate Investment Advisor in Louisville to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients.DUTIES & RESPONSIBILITIESDeliver outstanding client service with high integrity and ethical standards.Build and maintain strong relationships with new and existing clients,...

We are searching for an Associate Investment Advisor in Louisville to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients.DUTIES & RESPONSIBILITIESDeliver outstanding client service with high integrity and ethical standards.Build and maintain strong relationships with new and existing clients,...

About the RoleAs a Wealth Management Advisor at U.S. Bank, you will play a critical role in helping affluent clients achieve their financial goals. You will be responsible for meeting with clients to understand their financial needs, assessing their investment portfolios, and providing tailored investment advice to help them achieve their objectives.Key...

Job DetailsLevel: EntryJob Location: Louisville Office - Louisville, KYJob Category: FinanceCerity Partners is seeking a talented and motivated individual to join our Louisville Wealth Management team for the summer of 2025. As a summer intern, you will have the opportunity to gain real-world experience in a professional environment and work with a...