Open app
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planner

Baird

Louisville, KY

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 Baird

Apply
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planner in Louisville, KY vacancy
  • Financial Planner with Athletic Background
     ...schedule Health insurance Opportunity for advancement Training & development Vision insurance Key Responsibilities As a Financial Planner, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance... 
    Suggested
    Work at office
    Work from home
    Flexible hours

    Northwestern Mutual

    Louisville, KY
    1 day ago
  • Financial Planner

    $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... 
    Suggested
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Merceradvisors

    Woodland Hills, KY
    4 days ago
  • Financial Planner

    $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... 
    Suggested
    Minimum wage
    Full time
    Contract work
    Part time

    Prudential Financial

    Louisville, KY
    2 days ago
  • Financial Planner with Athletic Background
     ...spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:...  ...outdoors in the sun. Key Responsibilities: As a Financial Planner, your primary role will be to engage with clients to understand... 
    Suggested
    Contract work
    Internship
    Work at office
    Flexible hours

    Louisville Group of Northwestern Mutual

    Louisville, KY
    16 days ago
  • Accounting Paraplanner
     ...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... 
    Suggested
    For contractors
    Work at office
    Local area

    Vaco

    Louisville, KY
    1 day ago
  • Financial Planner Trainee — CFP Path, Hybrid Work
    Baird in Louisville, KY is offering a Financial Planner role designed to train you to become a full-time Financial Advisor on an existing team within four years. The role supports Financial Advisors and Client Specialists in creating financial plans and analyses for prospects... 
    Full time
    Traineeship
    Work from home
    1 day per week

    Baird

    Louisville, KY
    3 days ago
  • Personal Banker
     ...Personal Banker Associate I - St Matthew Financial Center (Louisville)Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Selected candidates... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    1 day ago
  • Personal Banker

    $23.56 - $26.44 per hour

     ...managementSupport client engagement through active calling, client conversations, and follow up.Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:Partner with appropriate internal constituencies to bring... 
    Work experience placement
    Internship
    Local area

    First Financial Bancorp

    Jeffersonville, IN
    1 day ago
  • Personal Banker
     ...Personal Banker II - Douglas Loop Financial Center (Louisville, KY)Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.The Personal Banker II position will... 
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    2 days ago
  • Personal Banker
     ...rotations in operations and Sales & Service. The role uses a consultative sales process to proactively identify and meet customers' financial needs, with a focus on acquiring new households and deepening existing relationships. Responsibilities include processing teller... 

    Fifth Third

    Louisville, KY
    3 days ago
  • Personal Banker
     ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Shively, KY
    1 day ago
  • Personal Banker
     ...Personal Banker Associate I - Bashford Manor Financial Center (Louisville, KY)Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Selected... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    5 days ago
  • Personal Banker
     ...managing, monitoring, and reporting risks of all types.Essential Duties And Responsibilities:Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.Maintain an in-depth... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Jeffersonville, IN
    2 days ago
  • Relationship Banker
     ...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 work
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Louisville, KY
    5 days ago
  • Relationship Banker
     ...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... 
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    Crump Life Insurance Svcs Inc

    Louisville, KY
    5 days ago
  • Relationship Banker

    $20 - $23 per hour

     ...DescriptionAt 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... 

    U.S. Bank

    Louisville, KY
    1 day ago
  • Relationship Banker
     ...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, KY
    5 days ago
  • Relationship Banker - Immediate Need

    $17 - $29.75 per hour

     ...BankerThe 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... 
    Immediate start

    Old National Bank

    Louisville, KY
    1 day ago
  • Relationship Banker
     ...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... 
    Weekend work

    Jobtailor

    Louisville, KY
    5 days ago
  • Personal Banker
     ...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, KY
    5 days ago
  • Personal Banker I
     ...Company Description Fifth Third Bank is a diversified financial services company whose purpose is to improve the lives of customers and the well‑being of the communities it serves. Founded in 1858 and headquartered in Cincinnati, Ohio, the bank is among the largest money... 
    Full time

    Fifth Third

    Louisville, KY
    1 day ago
  • Relationship Banker
     ...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 start
    Afternoon shift

    Fairygodboss

    Louisville, KY
    1 day ago
  • Relationship Banker
     ...build and deepen client relationships in Louisville, KY. The role focuses on understanding client needs, delivering personalized financial advice, and connecting clients to Old National’s broad range of products and services to support their financial goals. The position... 

    Old National Bank

    Louisville, KY
    4 days ago
  • Treasury Relationship Banker
     ...First Financial Bank in Jeffersonville, IN seeks a Consumer Banker to deepen client relationships by booking business and referring to Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management as appropriate. The role emphasizes proactive client engagement... 

    First Financial Bancorp

    Jeffersonville, IN
    3 days ago
  • Private Banker
     ...66 In relevant states Upon Hire Job Description The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and... 
    Work experience placement
    Work at office

    Northwest Bank

    New Albany, IN
    3 days ago
  • Accounting Paraplanner
    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

    Vaco Recruiter Services

    Louisville, KY
    5 days ago
  • Relationship Banker Business Specialist
     ...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 office
    Shift work

    PNC

    Louisville, KY
    4 days ago
  • Relationship Banker Business Specialist
     ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Louisville, KY
    5 days ago
  • Financial Advisor

    $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Louisville, KY
    3 days ago
  • Financial Advisor
     ...The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability... 
    Work at office
    Local area
    Remote work

    Burke & Herbert Bank

    Louisville, KY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!

Related searches