Financial Planner
Robert W. Baird & Co. Incorporated
About the Role: 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 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 clientele Create and develop Baird Wealth Plan drafts and various financial analyses. Provide education to Financial Advisors in a group setting and to individuals as needed Perform special projects and assignments as required Complete 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 exams What You'll Bring to Baird: Bachelor’s degree in related field, or degree in unrelated field and relevant work experience Strong computational, mathematical and analytical skills Ability to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire Ability 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 Baird Close attention to detail Great organizational skills Someone who is very team-oriented Personal computer skills must include email, Microsoft Word and Excel, and experience in MoneyGuidePro or similar planning software is a plus Commitment 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 #J-18808-Ljbffr
- ...Position Overview An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs. This role will work closely with advisors and clients...SuggestedWork at office
Vaco Recruiter Services
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...the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our...SuggestedMinimum wageFull timeContract workPart time- ...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 workWork experience placementWork at officeShift work
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Louisville, KY3 days ago $17 - $29.75 per hour
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Louisville, KY1 day 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...
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Louisville, 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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Fifth Third Bank, N.A.
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Louisville, KY4 days ago $1,250 - $1,380 per week
...Engagement – IWU Increase enrollment and retention of active duty military and veterans through unique services and support. Full‑time Financial Advisor – First Command Coaches military families in their pursuit of financial security. Shaping positive financial behaviors...Hourly payWeekly payFull timePart timeApprenticeshipReliefRemote workWeekend workFirst Command Financial Services
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...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Louisville, KY16 hours ago- ...Hybrid (some remote work, some on campus); On Campus. Job Summary Under the general supervision of the Director of the Office of Financial Aid, the Financial Aid Coordinator provides assistance to students, faculty and administrators of the University answering questions...Work at officeLocal areaRemote work
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Louisville, KY2 days ago $61k - $119k
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Louisville, KY4 days ago$48k - $100k
...and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Shift workDay shiftBank of America
Louisville, KY3 days ago$100k - $125k
...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 relationships Identify...Full timeWork at officeStrategic Wealth Designers
Louisville, KY16 hours ago$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial Advisor...Full timeWork at officeFlexible hoursBankers Life
New Albany, IN16 hours ago- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Louisville, KY16 hours ago - ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workWork experience placementWork at officeShift work
- ...Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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Bankers Life
New Albany, IN5 hours 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 areaUnavailable
Louisville, KY16 hours ago- ...implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives....
PNC Financial Services Group
Louisville, KY1 day 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
Louisville, KY1 day ago
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