Audit Senior - Financial Services/Insurance - Louisville Cherry Bekaert AdvisoryAudit Senior - Financial Services/Insurance - LouisvilleLouisville, Kentucky$71,345–$119,300 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a great place to work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Audit Senior - Financial Services/Insurance - Louisville Cherry BekaertAudit Senior - Financial Services/Insurance - LouisvilleLouisville, KentuckyIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a great place to work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Supervisor, Patient Financial Services-HB Billing & Collections, Days Norton Healthcare FoundationSupervisor, Patient Financial Services-HB Billing & Collections, DaysLouisville, KYBy performing these functions, the supervisor ensures that established goals and other metrics assigned by Senior Leadership are met or exceeded with integrity in a positive manner while adhering to compliance regulations. Required: One year in healthcare central business office or patient accounting services.
Financial Planning Analyst Jambalaya GroupFinancial Planning AnalystLouisville, KYUpdate client data and build, run, and quality-check comprehensive financial-planning models, scenario analyses, and supporting illustrations • Gather and analyze client information across retirement, investments, cash flow, insurance, education, tax considerations, estate-planning inputs, and other planning areas. • MoneyGuidePro experience strongly preferred; NaviPlan or other comprehensive planning software experience is also valuable • CFP certification preferred; CFP coursework or a genuine willingness to pursue the CFP certification is valuable.
AMP Financial Advisor Trainee Raymond James Financial IncAMP Financial Advisor TraineeLouisville, KYBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Financial Advisor MBC Talent ConnectionsFinancial AdvisorLouisville, KentuckyThis role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.
Financial Advisor - Business Development MBC Talent ConnectionsFinancial Advisor - Business DevelopmentLouisville, KentuckyThis role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.
Financial Advisor Northwestern MutualFinancial AdvisorLouisville, Kentucky$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Planner - Competitive Drive Wanted Louisville Group of Northwestern MutualFinancial Planner - Competitive Drive WantedShelbyville, KYFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Financial Planner, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
NewFinancial Relationship Advisor- West Broadway Park Community Credit UnionFinancial Relationship Advisor- West BroadwayLouisville, KentuckyTo follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
Financial Relationship Advisor- Dixie Park Community Credit UnionFinancial Relationship Advisor- DixieLouisville, KentuckyTo follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
Financial Relationship Advisor- Douglas Loop Park Community Credit UnionFinancial Relationship Advisor- Douglas LoopLouisville, KentuckyTo follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
Personal Financial Counselor - National Guard, Louisville, KY Magellan Health ServicesPersonal Financial Counselor - National Guard, Louisville, KYLouisville, KYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Planner Career Changer Opportunity Louisville Group of Northwestern MutualFinancial Planner Career Changer OpportunityLouisville, KYFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Children’s, B&B, and Heal Dog Heal.
Financial Representative Career Changer Opportunity Louisville Group of Northwestern MutualFinancial Representative Career Changer OpportunityShelbyville, KYFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Children’s, B&B, and Heal Dog Heal.
Financial Representative - Entry Level Louisville Group of Northwestern MutualFinancial Representative - Entry LevelLouisville, KYFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Children’s, B&B, and Heal Dog Heal.
Financial Solutions Advisor Registration Candidate - Louisville Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Louisville MarketLouisville, KYMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Louisville, KY$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Personal Financial Counselor - National Guard, Louisville, KY Magellan Health IncPersonal Financial Counselor - National Guard, Louisville, KYLouisville, KYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Accounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit Industry Dean DortonAccounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit IndustryLouisville, KYBy offering cloud-based and real-time financial data to our clients, we translate complex financial information into meaningful advice including visualizations of the precise metrics that matter to investors, lenders, executives, and department leaders. This role is responsible for ensuring accurate financial reporting and building trusted client relationships, by overseeing month-end processes and providing advisory services to clients in the Nonprofit Industry.