Premier Advisor - Louisville, KY Truist BankPremier Advisor - Louisville, KYLouisville, KentuckyUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
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.
Premier Advisor - Louisville, KY Truist Financial CorpPremier Advisor - Louisville, KYLouisville, KYUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KYLouisville, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
CRT Advisor Associate Robert W Baird & Co IncCRT Advisor AssociateLouisville, KYAbout the Role: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network.
Client Service Specialist (Advisor Assistant) Jambalaya GroupClient Service Specialist (Advisor Assistant)Louisville, KY$60,000–$80,000 / yearThis person will deliver exceptional client service, manage complex workflows, maintain clear communication, and help create a seamless experience for clients while supporting the practice's growth initiatives. • Two to five years of related financial-services, wealth-management, brokerage, banking, clientservice, or advisor-support experience preferred; an equivalent combination of education and experience will be considered.
Wealth Private Banking Advisor - Lexington/Louisville Truist Financial CorporationWealth Private Banking Advisor - Lexington/LouisvilleLouisville, KYThe Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Business Change Advisor/Business Change Advisor Sr. Elevance HealthBusiness Change Advisor/Business Change Advisor Sr.Louisville, KY$64,676–$136,482 / yearMay be responsible for assisting the senior leadership team within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results. will be responsible for assisting the management within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results.
Director of Advisor Development Jambalaya GroupDirector of Advisor DevelopmentLouisville, KY$120,000–$150,000 / yearA large, multi-location private wealth management practice is seeking an accomplished Director of Advisor Development to provide leadership, coaching, training, and accountability for select Financial Advisors and Associate Financial Advisors. Deep knowledge of every internal process is not required on day one; the successful leader will learn the practice's approach and use proven coaching, training, and performance-management skills to develop confident, capable advisors.
Private Wealth Advisor Professions IncPrivate Wealth AdvisorLouisville, KYExperience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships.
J.P. Morgan Wealth Management - Private Client Advisor - Spring Street JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Spring StreetNew Albany, INUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Saint Matthews JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Saint MatthewsLouisville, KYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Private Banking Advisor - Lexington/Louisville Truist Financial CorpWealth Private Banking Advisor - Lexington/LouisvilleLouisville, KYThe Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Director Of Advisor Development Jambalaya GroupDirector Of Advisor DevelopmentLouisville, KYSeven or more years of progressive financial-services experience, including advisor, sales, practicemanagement, field-leadership, training, or development responsibilities • A minimum of five years of demonstrated people leadership, coaching, or advisor-development experience • Meaningful insurance experience and the ability to coach advisors on the role of protection strategies within a financial plan • Track record of developing early-career professionals and creating accountability without sacrificing trust or engagement • Strong facilitation, feedback, communication, and performance-management skills • Working knowledge of advisor licensing, credentialing, and financial-services regulatory expectations • Relevant securities and insurance licenses are valuable; leadership capability and development expertise are more important than holding every technical credential at the time of hire • Demonstrated results influencing advisors and cross-functional teams, leading complex development programs across locations, and using data to evaluate and improve outcomes • Ability and willingness to travel as business needs require. • Influence advisors to develop and communicate a distinctive, advice-based value proposition, including the evolution from product-focused positioning to advice-centered value and pricing • Promote adoption and mastery of the practice's core client-meeting, service-menu, financialplanning, and workflow tools, including MoneyGuide and related platforms • Coordinate licensing, credentialing, required education, and servicing-readiness activities in partnership with practice leadership and compliance resources • Provide senior leadership with quarterly progress reports comparing advisor performance with annual goals and action-plan milestones • Identify and coordinate internal, corporate, mentor, and consultant resources needed to support advisor success • Travel to practice locations and team-development events as needed.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorJeffersonville, IN$150,000–$200,000 / yearJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Wealth Advisor MarinerWealth AdvisorLouisville, KentuckyAs a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates.
Senior Home Lending Advisor-Louisville, KY JPMorgan Chase Bank, N.A.Senior Home Lending Advisor-Louisville, KYLouisville, KYFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Customer Service Advisor 1 - Peachtree WesBanco IncCustomer Service Advisor 1 - PeachtreeNew Albany, INConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Partnership Executive/Investment Sales & Business Advisor - 7 Fusion Growth PartnersPartnership Executive/Investment Sales & Business Advisor - 7Louisville, KYRemote5000 company (ranked 813th nationally) that invests capital, staff, and infrastructure directly into the businesses of residential real estate agents — helping them scale from solo producer to true enterprise. As you build your partner portfolio and expand your book of business, your income potential scales rapidly realistic earnings can reach $250,000+ annually within your first three years.