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Financial Advisor Jobs in Louisville, Kentucky

44 jobs

At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financ...
Choose a Career That Lets You Live Life Differently Think about a goal that you’ve accomplished; whether it was helping your team win a championship, paying off debt or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel—both for you and your clients. Financial representatives with Northwestern Mutual help ...
Choose a Career That Lets You Live Life Differently Think about a goal that you’ve accomplished; whether it was helping your team win a championship, paying off debt or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel—both for you and your clients. Financial representatives with Northwestern Mutual help ...
Description Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securiti...
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color,...
Description Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and %241.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-based we...
DescriptionThe Practice Management Development (PMD) role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors th...
Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry a...
Job Purpose: This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Specialist – possesses detailed knowledge and/or skill on a particular subject or activity. Their talents are devoted to a particular business focus and th...
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-based wealth management...
Multiple Job Locations: Salt Lake City UT –San Diego-San Francisco-Wilmington NC-Richmond Virginia-New York City-Louisville KY- Little Rock Ark-Reston Virginia-Fort Worth Texas-Destin Florida-Denver Colorado- Dallas Texas-Chicago IL-Charlotte NC- Buellton CA-Boston MA-Boca Raton Florida-Birmingham Ala-Baton Rouge LA-Baltimore Maryland-Austin Texas-Atlanta GA-St Petersburg FL Job Description: We ...
Centra Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives. Achieve program profitability for CUNA Brokerage Services, Inc. and Credit Union by developing lo...
First Command Financial Services is committed to helpingmilitary families get their financial lives squared away and pursue their goals and dreams through coaching and guidance from trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven men and women to join our Financial Advisor team. As a First Command Financial Advisor you will: Develop a busi...
Description Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and %241.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-based we...
Description Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and %241.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specialize...
Description Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and %241.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specialize...
Wealth Management Associate Job Number: 3063227 Posting Date : Jun 2, 2016 Primary Location : Americas-United States of America-Kentucky-Louisville Job : Wealth Management Employment Type: Full Time Job Level: Professional Description POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and mar...
POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partners with team members to address the specific needs and service issues of high net worth clients in order to cultivate existing client relationships. DUTIES and RESPONSIBILITIES: In...
Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-base...
Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-base...