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
$76.5k - $90k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$15 per hour
...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- ...efficiently processing cash transactions for clients as needed having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities connecting clients to solutions that meet the financial goals executing the bank's risk culture and striving...SuggestedWeekend work
Jobtailor
Louisville, KY2 days 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...SuggestedImmediate startAfternoon shift
Fairygodboss
Louisville, KY5 days ago - ...relationships. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. Participates fully in all components of the established Truist Retail Community Bank...SuggestedFull timePart timeWork at officeNight shiftWeekend work
Crump Life Insurance Svcs Inc
Louisville, KY3 days ago - ...Truist Financial Corporation in Louisville, KY is seeking a Retail Personal Banker to deliver exceptional service while meeting branch sales targets. You will engage clients, present loan and deposit options, and collaborate with specialists to handle complex financial...Weekend work
Crump Life Insurance Svcs Inc
Louisville, KY2 days ago - New Washington State Bank's New Albany branch is seeking a full-time Relationship Banker to assist customers with daily transactions and inquiries. You will balance cash drawers, process deposits and withdrawals, and build lasting relationships with clients while delivering...Full time
NWSB (New Washington State Bank)
New Albany, IN1 day ago $17 - $29.75 per hour
...The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through...Full timeImmediate startOld National Bank
Louisville, KY3 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 office
PNC
Louisville, KY4 days ago - ...Banker Associate I Make banking a Fifth Third better; connect great people to great opportunities and help customers find the right financial solutions. Personal Financial Advisor (Private Wealth) Certified Financial Advisor (CFA) responsible for advising high-net-worth...Full timeWork from home
PNC
New Albany, IN4 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...
PNC Financial Services Group
Louisville, KY2 days ago - ...Jul 28, 2026 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeWeekend work
Bank of America
Hurstbourne, KY4 days ago - ...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...Work at officeShift work
PNC
Louisville, KY1 day 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
Fifth Third Bancorp
Louisville, KY4 days ago - ...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 workPart timeWork experience placementWork at officeShift work
Fairygodboss
Louisville, KY5 days ago - 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...Work at office
- 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...Work at officeLocal area
- ...remote work some on campus work) _X__ 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...Work at officeLocal areaRemote work
Spalding University
Louisville, KY1 day ago - ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...Work at officeLocal area
Western & Southern Life
Louisville, KY1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Louisville, KY5 days ago- ...Overview Regional Director at Modern Woodmen of America. Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to...Full timeWork at officeLocal area
Modern Woodmen
Jeffersonville, IN5 days ago $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 support Fully company‑funded retirement package and pension...Work at officeUnavailable
Louisville, KY2 days ago- ...and services Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and...Flexible hours
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
$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, KY4 days ago- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Temporary workWork at officeNight shiftWeekend work
- ...Private Banking Relationship Manager Manages full client relationships, providing financial services for specific or special banking needs, and develops new business. Essential Duties and Responsibilities: Provide extensive personalized service to customers with...Temporary workWork at officeFlexible hours
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Temporary workWork at officeNight shiftWeekend work
- JPMorganChase is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality, delivering thoughtful financial solutions to clients. You will lead in acquiring and managing client relationships, offering tailored banking recommendations and leveraging...Weekend workAfternoon shift
- JPMorganChase in Louisville, KY is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful solutions using Chase’s mobile and online tools. You’ll build trust through personalized service and connect customers...Weekend work
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