Client-Focused Wealth Planner & Planning Specialist
The Gleason Group
The Gleason Group, a financial life management firm serving high net worth families and business owners, is seeking an energetic, detail-oriented team player who loves helping people. The role supports advisors, prepares planning materials, and helps model scenarios for client discussions. Ideal candidates have strong communication, organization, and problem-solving skills, plus proficiency in Word, Excel, PowerPoint, and Outlook. Competitive compensation awaits the right applicant. #J-18808-Ljbffr The Gleason Group
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Wealth Planner & Planning Specialist in Prospect, KY vacancy
- 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...Suggested
- Vaco Recruiter Services in Louisville, KY seeks a Wealth Planner to support high-net-worth clients with comprehensive financial planning, client service, and collaborative work with advisors. The role requires a bachelor's in Finance, Business, Economics, or related field...Suggested
$60k - $75k
...management company that provides financial planning, wealth management and family office services... ...provide guidance in all areas of our client's lives. If you love helping people and... ...families Collaborate w/ CPAs, estate planners and other professionals Input data into...SuggestedWork at office- ...advisor and team coordinator to simplify complexity for Private Bank clients. You will develop and prospect influential contacts to build a... ...onboarding, maintain regulatory standards, and drive personal business plans to meet revenue objectives #J-18808-Ljbffr JobtailorSuggested
$63k - $95k
...Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization. Our team focuses on driving revenue growth among our largest... ...Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program....SuggestedWork experience placementLocal areaIndeed
Louisville, KY3 days ago$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to... ...high-net-worth and ultra-high-net-worth clients and prospects (generally $15MM net worth... ...overall client experience through advanced planning expertise. Please see below for...Bank staffShift workFifth Third Bancorp
Louisville, KY3 days ago- ...for an Environmental Project Manager in Louisville, Kentucky. The candidate will manage environmental assessments and interact with clients. Responsibilities include overseeing projects, mentoring staff, and ensuring compliance with regulations. The ideal candidate must...
- ...Responsibilities The Discharge Planner is responsible for providing direct and indirect client care; providing psychotherapeutic... ...outside agencies for discharge planning, abuse reporting, and continuum... ...vision, depth perception and focusing ability. Speaking and hearing may...Shift workNight shiftAfternoon shift
Universal Hospital Services
Louisville, KY2 days ago - A leading financial services firm in Louisville is seeking a Regional Director and Wealth Management Advisor to develop client relationships and prepare financial plans. The ideal candidate will have strong communication skills, a customer service background, and a desire...Full time
- ...based in Louisville, KY. Job Description Lead client management activities, developing and executing a relationship management plan to acquire and retain clients. Coordinate... ...of experience in financial services with a focus on client relationship management. University...Temporary work
PNC
Louisville, KY13 hours ago - ...you will partner directly with our specialized AI team to guide client organizations through critical service areas including board... ...institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and...Permanent employmentH1bWork at officeLocal area1 day per week
Jack Henry & Associates
Louisville, KY3 days ago - ...Description Job Description WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
- ...relationships in Louisville, KY. The role emphasizes fiduciary expertise, client service, and governance across trust platforms. Based in-office... ..., relationship leadership, and the ability to advise on family wealth strategies while maintaining risk controls and compliance...Work at office
- ...Group, Inc. in Louisville, KY is seeking an Associate Relationship Strategist Sr. to support client management and grow a book of business within the Private Bank. The role focuses on delivering exceptional client experiences and proactive relationship expansion. You will...Work at office
- PNC is seeking an Associate Relationship Strategist Sr. for its Private Bank, based in Louisville, KY. The role focuses on delivering exceptional client experiences and growing a book of business within a supportive, in-office culture. You will coordinate with teams to...Work at office
- ...strategies, track file progress, and coach team members for optimal client outcomes. You will lead in complex subrogation cases, establish... ...departments to enhance efficiency and service delivery. Strong focus on PRIDE values, professionalism, and interdepartmental...
- ...JCC and Jewish Louisville with a strong focus on connection, inclusivity, and Jewish life... ...Event Manager is responsible for planning, developing, and executing programs and events... ...and fulfilling Trager Family JCC rental client needs including showing space, coordinating...Full timeWork at officeWeekend workAfternoon shift
Hillel International
Louisville, KY2 days ago $116.2k - $291.1k
...Summary Supply Chain Functional Planning Senior Consultant We are a team of strategic... .... Our diverse talent energizes clients' business functions and technology to maximize... ...In this role, you will support projects focused on forecasting, supply planning, inventory...Local area$93k - $171.3k
...large-scale Finance Transformation program focused on redesigning Finance operations and... ...remotely when not co-locating with team or client stakeholdersAbility to travel 0-10%, on average... ...leadersDetail-oriented with ability to plan, prioritize, and make decisions on...Remote workVisa sponsorship- ...this position. Job Description Supports client management activities with clients and... ...and execution of a relationship management plan to acquire and retain clients. Is accountable... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and...Full timeTemporary workPart timeWork experience placementWork at office
- ...this position. Job Description Supports client management activities with clients and prospective... ...execution of a relationship management plan to acquire and retain clients. Is... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and practices...Full timeTemporary workPart timeWork experience placementWork at office
- ADP is seeking a Retirement Plan Optimization Specialist to consult with clients and internal teams on complex retirement plans, focusing on New Comparability allocations to optimize owner and highly compensated employee contributions. The role involves analyzing census...
- ...Role: As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary... ...to answer questions and provide thought leadership for the PWM client base Make presentations on a variety of estate, tax, and trust...Full timeWork from home
- ...consultancy firm is looking for motivated individuals to become Remote Travel Consultants. In this role, you will work directly with clients to plan and book vacations, cruises, and group travel experiences. Previous travel industry experience is not required, as...Remote workFlexible hours
TK Travel and Events
Louisville, KY1 day ago $68k - $80k
...The Occupancy Planner supports the management of space supply, capacity, and demand across the client\u2019s portfolio. Working closely with stakeholders, the Occupancy Planning Lead, and the broader Occupancy Planning team, this role is responsible for managing and owning...Minimum wageWork at officeRemote workFlexible hoursCushman & Wakefield
Louisville, KY1 day ago$116k - $229.1k
...use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders,... ...this role ends on 10/2/26.Work you’ll doAs a Workday Adaptive Planning Sr Consultant, you will team with EERPS-Workday colleagues as...Local area- ...Senior Military Planner At HDR, our employee-owners are fully engaged in creating a welcoming... ...Military Planner will be to direct and plan medium to large size DoD planning and... ...project management, staff management and client satisfaction; advance degree may offset years...Local areaOverseas
HDR
Louisville, KY5 days ago - Our client, a lifestyle boutique hotel in Louisville, Kentucky is seeking an experienced and service-focused Event Manager / Convention Services Manager to oversee the planning, coordination, and execution of meetings, conventions, and special events. This role serves...Weekend workAfternoon shift
- Fairygodboss is hiring a Client Service Specialist in Louisville, Kentucky. This role is crucial for developing and maintaining client relationships for retirement plan services. The ideal candidate will possess strong communication skills and a Bachelor's Degree, with...Work at office
- ...enhance their rapidly growing team. The position involves consultative selling for automotive direct marketing campaigns, focusing on both new client acquisition and existing account management. The ideal candidate has at least 2 years of sales experience, a Bachelor's...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Wealth Planner & Planning Specialist. Be the first to apply!
