Wealth Planning Associate: Client-Focused Planner Support
Vaco by Highspring
Vaco by Highspring in Louisville, KY is seeking a Wealth Planner to support high-net-worth clients with comprehensive financial planning, coordination with outside professionals, and exceptional client service. This role collaborates with advisors to prepare plans, review statements, and develop guidance on investments, retirement, estate and tax considerations, documented in CRM and planning software. The ideal candidate has a Finance-related degree and CFP designation or active candidacy, plus #J-18808-Ljbffr Vaco by Highspring
Vacancy posted 3 days ago
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