Financial Planner
Baird
Financial PlannerThe Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years.Support Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide research for client questions and ongoing education and support to Advisors and Client Specialists.Position will be based from one of our Kentucky offices with one day per week work from home flexibility.The Impact You'll Make:Interact with Financial Advisors to provide ongoing research and assistance for existing clienteleCreate and develop Baird Wealth Plan drafts and various financial analyses.Provide education to Financial Advisors in a group setting and to individuals as neededPerform special projects and assignments as requiredComplete CFP prerequisites and sit for comprehensive CFP exam. Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing examsWhat You'll Bring to Baird:Bachelor's degree in related field, or degree in unrelated field and relevant work experienceStrong computational, mathematical and analytical skillsAbility to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hireAbility to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning the SIE. Training and resources to be provided and paid for by BairdClose attention to detailGreat organizational skillsSomeone who is very team-orientedPersonal computer skills must include email, Microsoft Word and Excel, and experience in MoneyGuidePro or similar planning software is a plusCommitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, and new business development
- ...Financial Planner The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years. Support Financial...SuggestedFull timeWork experience placementImmediate startWork from home1 day per week
Baird Capital
Bowling Green, KY4 days ago $50k - $75k
...000.00/yr - $75,000.00/yr Direct message the job poster from Prudential Financial Regional Director with Prudential Advisors-Greater Midwest Financial Group. Explore a career as a FINANCIAL PLANNER ! Take your career to the next level at Prudential Advisors! Change your...SuggestedMinimum wageFull timeContract workPart time- Relationship Banker IThe Relationship Banker I position serves as a teller and customer service advocate for banking customers. This role focuses strongly on building banking knowledge and supporting the company's strong reputation for excellence and reliability through...SuggestedWeekend work
Banterra Bank
Bowling Green, KY4 days ago - ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork at officeShift work
PNC
Bowling Green, KY3 days ago - Benefits: Health insurance Paid time off Parental leave Stock options plan Vision insurance 401(k) Dental insurance JOB SUMMARY Performs teller functions including service to customers regarding daily transactions including receiving deposits, cashing checks, accepting...SuggestedWork at office
Franklin Bank
Bowling Green, KY1 day ago - ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...
WealthBridge Financial Group
Bowling Green, KY2 days ago $16.01 - $18.41 per hour
Pay or shift range: $16.01 USD to $18.41 USD The listed range is the estimated amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. Description Pay Range: $16.01USD...Contract workWork at officeShift workWeekend work$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company‑funded retirement package and...Full timeContract workFor contractorsWork at office$1,000 per month
...Overview 827 State St College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives,...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Bowling Green, KY2 days ago- ...A financial services company in Bowling Green, Kentucky, is seeking a wealth management trainee. This role focuses on building client relationships and creating tailored financial solutions. Candidates do not need a finance background and will receive training for the...Traineeship
Bankers Life
Bowling Green, KY2 days ago $20 - $22 per hour
...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...Temporary work- ...Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary work
- ...Job Description Job Description Help Members Build a Strong Financial FutureAt Service One Wealth Advisors, located within Service One Credit Union, we believe financial guidance is about more than investments-it's about building lifelong relationships and helping...
Service One Credit Union
Bowling Green, KY8 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Bowling Green, KY4 days ago- KirkpatrickPrice is seeking a Professional Writer to join our information security team. The role focuses on writing, editing, and publishing security audit reports and related documents for clients across frameworks and needs. This is designed for recent graduates or ...Casual workRemote work
KirkpatrickPrice
Bowling Green, KY2 days ago - ...relationships.Qualifications:Bachelor's degree in finance, business, or related field.3+ years of commercial lending experience preferred.Strong organizational, communication, and problem-solving skills.Ability to analyze financials, structure loan requests, and meet deadlines....
Park Avenue Group
Bowling Green, KY3 days ago - ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Part timeWork experience placementWork at officeShift work
3M HEALTHCARE
Bowling Green, KY3 days ago - ...Bank Teller Location: Bowling Green Crossings, KY (On-Site) Status: Part Time, Hourly Non-Exempt Why Join First Financial Bank? If you’re an energetic and detail-oriented person who enjoys helping clients, working with multiple teams, and handling cash transactions accurately...Hourly payPart timeLive out
First Financial Bank NA
Bowling Green, KY1 day ago - A prominent agency in financial services is seeking passionate individuals to conduct virtual consultations and support clients' financial well-being. The role offers flexibility with the option to work from home and a focus on building lasting relationships. Ideal candidates...Remote jobWork from home
- Aogarciaagency is looking for a passionate individual to take on a vital role in securing families’ financial well-being. This position offers the flexibility to work from home and a schedule that accommodates personal and professional commitments. Your responsibilities...Remote jobWork from homeFlexible hours
$1,000 - $2,000 per month
A financial services firm is seeking qualified candidates for a part-time role that offers the chance to earn an additional $1,000-$2,000 each month while working remotely. The position involves conversing with clients, scheduling appointments, and presenting insurance...Remote jobPart time- Liberty FCU, a full-service credit union, is currently seeking an experienced Mortgage Loan Processor to join our team. This position could be located at 1200 Forest Bridge Road, Louisville, KY, 544 Lovers Lane, Bowling Green, KY, or 2925 Wimsatt Court, Owensboro, KY. The...Temporary work
$90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...Work experience placementH1bCDM Smith
Bowling Green, KY5 days ago- ...Our client, in Bowling Green, KY, is currently looking for a Senior Financial Analyst to join their team. Summary of Responsibilities Assist in the decision-making process by assessing purchasing activity outcomes. Plan, study and collect data to determine costs of business...Hourly pay
Forge Consulting Group
Bowling Green, KY4 days ago - Job Description Job Description South Central Bank, Inc., is seeking a qualified candidates for the position of Part-Time Service Certified Banker in our Bowling Green Market. The candidate must have strong interpersonal skills to interact with internal and external...Part time
South Central Bank Of KY
Bowling Green, KY29 days ago $85k - $100k
...the job poster from Partners Personnel Instrumental in placing top-tier talent within understaffed companies, averting substantial financial losses. $85,000 - $100,000 (Depending on Experience) Summary of Responsibilities The Senior Financial Analyst will play a key...Hourly payFull time- ...in North America. Our competitive total rewards package provides compensation and benefits that support your physical, mental and financial well-being. We offer exciting, challenging work with opportunities to develop your skills and knowledge. Employment Equity At...Full timeWork at officeRemote workWork from home
- A partner of The Mom Project in the automotive industry is seeking a contract Content & Communications Specialist to help support their business needs. This role is approximately 32 hours/week and onsite in Bowling Green, KY. Responsibilities Content Creation and Storytelling...Contract workFor contractors
BBG Ventures
Bowling Green, KY3 days ago $50k
...while shifting priorities as needed to reach time sensitive deadlines. ~Ability to collect data, analyze information, and interpret financial statements and reports for Management. ~Extensive knowledge of loan requirements for consumer installment, and consumer open-end...Work experience placementBank staffShift work- A multinational technology company is seeking interns for a role as Journalist and FB Administrator. This internship offers the opportunity to work from home and involves publishing articles and promoting the company’s website on social media platforms. Ideal candidates...Remote jobFull timeInternshipWork from home
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