Financial Planner Trainee — CFP Path, Hybrid Work
Baird
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 or clients, with research and ongoing education for Advisors. The position is based in Kentucky offices with one day per week work-from-home flexibility, and requires completing CFP prerequisites and sitting for the CFP #J-18808-Ljbffr Baird
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planner Trainee — CFP Path, Hybrid Work in Louisville, KY vacancy
$89.83k - $170.21k
...to support productivity and work-life balance. This approach combines... ...note that per our policy on hybrid/virtual work, candidates not... ...in training of actuarial trainees, analysts and specialists.... ...insurance, wellness programs and financial education resources, to name...TraineeshipHybrid workingTemporary workWork experience placementWork at officeLocal area2 days per week1 day per weekElevance Health
Louisville, KY3 days ago- ...the largest and oldest financial institutions in The Ohio... ...specialists, estate planners, and legal advisors, to... ...Economics, or equivalent work experience in this field... ..., such as CFA or CFP, are highly preferred.... ...conversation with us. ~ Hybrid/flexible work schedule...Hybrid workingTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
Professions Inc
Louisville, KY4 days ago - ...management roles including Assistant Managers, General Manager Trainees, and General Managers. Management staff are trained in-house with... ...results. Salaries are competitive and include benefits; managers work a 45-hour week with opportunities for #J-18808-Ljbffr Craft...TraineeshipFlexible hours
- Financial Controller UK with Hybrid working arrangement Company Description Aforza helps Consumer Products companies grow confidently & protect margins... ...collection and calculations. Manage and mentor a Finance Trainee. Qualifications A recognised Chartered accounting...TraineeshipHybrid workingContract work
- Louisville Metro Government is seeking motivated individuals to join the Corrections Academy as trainee officers. The program focuses on academic and physical recruit training, emphasizing safety, law, and procedural discipline. Under close supervision, recruits will attend...Traineeship
- Windsor is seeking a Manager in Training in Louisville, KY to begin as an Assistant Manager while completing formal training and hands-on experience toward a store management role. You will coach and motivate a team, drive store sales, ensure policies are followed, and ...Traineeship
$150k - $165k
...candidates will have over 7 years of public accounting experience and a CPA certification, aligned with leadership aspirations in a supportive culture. Compensation ranges from $150,000 to $165,000 annually, with a hybrid work model. #J-18808-Ljbffr Distinct | North AmericaHybrid working- .... The firm describes a national, full-service practice with a strong culture, mentorship, and diverse opportunities, including a hybrid work arrangement. The ideal candidate has 3-7 years of employment litigation experience and a track record advising in-house counsel and...Hybrid workingWork at office
- Raymond James in Louisville, Kentucky is seeking a Financial Advisor Trainee through their Advisor Mastery Program. The program integrates training in technical and sales skills, aiming to succeed in this role. The ideal candidate will assist in client development and investment...Traineeship
- About The Role The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network... ...special projects and assignments as required Complete CFP prerequisites and sit for comprehensive CFP exam. Upon...Full timeWork experience placementImmediate startWork from home1 day per week
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...planning. On your path to becoming a financial... ...moreCertified Financial Planner® licensing support2Fully... ...authorization to work in the US without sponsorshipOur... ...certification marks CFP®, CERTIFIED FINANCIAL...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Louisville, KY2 days ago- ...basic selling skills through advanced techniques. You will join Client Support for industry understanding and a path to a sales career with Waystar, working with the Sales Manager on strategic marketing and execution plans. You will train to gain product knowledge, develop...Traineeship
- ...established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra... ...and entrepreneurs. This role will work closely with advisors and clients... ...field Certified Financial Planner (CFP®) designation or active CFP...For contractorsWork at officeLocal area
Vaco
Louisville, KY21 hours ago - Entry Level - Financial Advisor Equitable Advisors is dedicated to making... ...Advisors offers a structured path to becoming a wealth manager... ...‑office presence required. Work‑Life Balance: Flexible... ...such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant...Part timeWork experience placementWork at officeLocal areaFlexible hours
$15 per hour
...qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients... ...diploma or GED equivalent Company-Provided Framework and Career Path Provide a framework to help you attain all licensing and...Minimum wageFull timeContract workPart time- A financial services company in New Albany seeks entry-level financial advisors to create personalized solutions for clients. The role includes comprehensive support for licensing and training, with no prior finance experience required. Candidates will benefit from mentorship...
$76.5k - $90k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning... ...software and proprietary tools. You will also work with our other in‑house specialists in... ..., or Finance related). Has begun CFP® coursework. At least 1 year of financial...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$141.1k - $194k
...systems where LLMs are in the critical path, not just demos or proofs of concept.Work on extraction, retrieval, agentic... ...industries such as healthcare, financial services, or government.... ...Work Style: This position follows a hybrid work schedule, requiring employees...Hybrid workingFull timeTemporary workApprenticeshipWork at officeRemote workRelocation3 days per week$17 - $29.75 per hour
...client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are... ...including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience...Immediate startOld National Bank
Louisville, KY21 hours ago$7.25 per hour
...0 Number Of Positions 1 Work Schedule and Shift Requirements... ..., create an exciting career path, feel welcome to be your whole... ...support, and supervise entry-level trainees in the absence of a Grooming... ...Rewards, including health and financial benefits, 401K, incentives,...TraineeshipHourly payFull timeApprenticeshipLocal areaShift workNight shiftWeekend workAfternoon shiftPetco
Louisville, KY1 day ago- ...established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra... ...and entrepreneurs. This role will work closely with advisors and clients... ...field Certified Financial Planner (CFP®) designation or active CFP...Work at office
- ...support internal and external customers in a collaborative, structured environment. The role emphasizes learning and accuracy, with a hybrid work schedule, and a comprehensive benefits package including health insurance, retirement plan with company match, paid time off, and...Hybrid working
- ...leading electrical contracting firm is seeking Electrician Helpers in Louisville, KY, and other locations. Successful candidates will work under the supervision of Journeyman Electricians and can enroll in an apprenticeship program. Ideal applicants should have over 2...Apprenticeship
Comfort Systems USA
Louisville, KY3 days ago - ...logistics client. The role offers a challenging caseload and a path to partnership within a nationally recognized firm. Ideal candidates... .../Indiana licensure is a plus. The position features a flexible hybrid schedule and comprehensive benefits. #J-18808-Ljbffr Wilson...Hybrid workingFlexible hours
- ...hiring immediately for its Management Training Program. The MT will learn the business from day one at a neighborhood branch, with a path to manage a future Enterprise location. Start in New Albany, IN, with additional IN sites in Clarksville, Jeffersonville, and...TraineeshipImmediate start
$50k
...operations, as a manager in training, you can count on a career path with a clear beginning and an open end that's full of opportunities... ...1st year annual compensation of $50,000 with an average 45 hour work week. ~ Paid Time Off, starting with 12 off per year ~ Health...TraineeshipImmediate startEnterprise Holdings
Clarksville, IN2 days ago- ...guided by a common purpose to help make financial lives better through the power of every connection... ...every day. Being a Great Place to Work and providing a culture of caring is core... ...bring from all backgrounds and career paths - whether shaped by military service,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America Corporation
New Albany, INa month ago - ...in operations and Sales & Service, with a certification upon completion to validate the skills for a Retail Personal Banker career path. The position emphasizes consultative sales, building customer relationships, and processing teller transactions as part of the platform...
$17 - $29.75 per hour
...relationships by delivering personalized financial advice and solutions. This role focuses on... ...: Delivers accurate, timely work and follows through on commitments. Key... ...execution, and completion of required learning paths and licensing. Positions may be based in...$80k - $120k
...Mechanical Design Engineer EIT/PE - Hybrid This Jobot Job is hosted by: Tony Barhoum Are you a fit? Easy Apply now by clicking the... ..., then please apply! Why join us? Benefits: Hybrid Work Competitive Base Salary Competitive Bonus & Benefits Package...Hybrid workingContract workFor contractorsLocal areaRemote workJobot
Windy Hills, KY-124
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner Trainee — CFP Path, Hybrid Work. Be the first to apply!
Related searches
- financial planner cfp Louisville, KY
- strategic finance associate Louisville, KY
- associate leveraged finance Louisville, KY
- financial advisor development program Louisville, KY
- jde finance consultant Louisville, KY
- estate planning consultant Louisville, KY
- associate corporate finance Louisville, KY
- wealth advisor Louisville, KY
- financial planning associate Louisville, KY
- financial consultant Louisville, KY