42 Results for

Financial Planner Jobs in Kentucky

Jobs

$87,000–$162,000 / year

As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

30+ days ago

Louisville, Kentucky

$75,000–$95,000 / year

You'll work alongside experienced fiduciary advisors, receiving structured training while progressing from support responsibilities to leading client engagements based on performance. It offers early-career financial advisors a fast-track path to growth through hands-on mentorship, access to established client relationships, and a clear trajectory toward becoming a lead advisor.

30+ days ago

Lexington, KY

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for driven, competitive individuals ready to build a real career—not just take a job. If you're motivated, coachable, and want control over your income and growth, this is your opportunity to break into the financial services industry and make an impact.

30+ days ago

Louisville, Kentucky

li>Check out our Total Rewards at Baird, for a summary of our benefits and compensation .

Bachelor’s degree required Business or Finance preferred JD a strong preference; other advanced degree(s) a plus Minimum of five years previous estate planning experience required; financial planning experience a plus.

15 days ago

Louisville, Kentucky

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

17 days ago

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.

30+ days ago

Louisville, KY

Services 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.

22 days ago

Lexington, KY

14 days ago

Nicholasville, KY

8 days ago

Covington, Kentucky

Remote

See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments. Sales
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

1 day ago

Louisville, Kentucky

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

2 days ago

Hopkinsville, Kentucky

Join our top-notch team of approximately 43,500 diverse and high-performing professionals globally who are making their mark on some of the world’s most beloved brands, including DEWALT®, BLACK+DECKER®, CRAFTSMAN®, STANLEY®, CUB CADET®, and HUSTLER®. We are committed to ensuring our state-of-the-art “smart factory” products and services provide greater quality to our customers & greater environmental and social value to our planet.

21 days ago

Lexington, KY

The primary role of the Supply Planner is to drive effective replenishment decisions in line with predefined parameters, using data such as sales forecasts, marketing projections, and demand plans to ensure inventory availability on time and at cost. This role will purchase sourced products through a centralized planning, logistics, and distribution program and requires strong problem-solving, analytical, process improvement, and time management skills.

21 days ago

Erlanger, KY

The incumbent will manage the supply planning of imported and domestic products in their business segment utilizing SAP/ERP systems, leading, coaching, and overseeing the day-to-day of their assigned planners, and they will work closely with demand forecasting analysts, sales, marketing, finance, and supplying plants to drive production requirements.

At Perfetti Van Melle, we are committed to fostering a diverse, equitable, and inclusive workplace, where all individuals, regardless of background or identity, are valued, respected, and empowered to contribute their unique perspectives to the sweet success of our candy-loving community.

30+ days ago

Remote

$75,998–$94,997 / year

In addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting. SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide.

19 days ago

Remote

$91,878–$114,848 / year

19 days ago

Louisville, KY

$54,392–$92,498 / year

p>About BAE Systems Platforms & Services BAE Systems, Inc. is the U.S. subsidiary of BAE Systems plc, an international defense, aerospace and security company which delivers a full range of products and services for air, land and naval forces, as well as advanced electronics, security, information technology solutions and customer support services.

The Platforms & Services (P&S) sector under BAE Systems, Inc does the big stuff: the armored combat vehicles, naval guns, missile launchers, and naval ship repairjust to name a few.

30+ days ago

Lexington, Kentucky

We are involved in all supply chain solutions surrounding our customers; we evaluate our customers’ needs and leverage our resources to deliver the solutions they need from development through efficient manufacturing, logistical solutions and more with world class speed to market.

The role of the CPFR (Collaborative, Planning, Forecasting, and Replenishment) Planner within the Product Solutions Group is to provide a streamlined, end-to-end planning service, that bridges communication between our customers and our plants.

30+ days ago

Shepherdsville, KY

This role is designed to build planning bench strength by providing coverage during PTO, supporting volume surges, assisting with onboarding and training of new planners, and ensuring continuity of operations. Serve as a floating planner across all Louisville-based clients, maintaining working knowledge of each clients planning processes, volume patterns, and service requirements.

30+ days ago

Shepherdsville, KY

This role is designed to build planning bench strength by providing coverage during PTO, supporting volume surges, assisting with onboarding and training of new planners, and ensuring continuity of operations. Serve as a floating planner across all Louisville-based clients, maintaining working knowledge of each client's planning processes, volume patterns, and service requirements.

30+ days ago

Louisville, KY

p>ESSENTIAL DUTIES AND RESPONSIBILITIES.

Serve as the "right hand" to the Project Management Team, actively managing day-to-day coordination between cross-functional teams, vendors, and stakeholders, while tracking tasks, scheduling meetings, and coordinating resources.

Knowledge in a range of project management methodologies, including PMI/PMBOK, CPM, Agile, Scrum, Prince2, Waterfall, or Lean, often leveraging a hybrid approach to suit project needs.

20 days ago

Lexington, KY

$50,400–$75,600 / year

li>Gather background data for project areas, prepare siting and routing maps, participate in meetings to document findings to clients and/or agencies, participate in public open house meetings, conduct windshield surveys of proposed sites and/or routes, and document the siting process at the end of the process into a defensible report. Tasks may include providing support under general supervision for a wide range of services related to the preparation of siting and routing studies, site visits and/or public open houses, preparing field maps and processing data for ecological studies, and creating plan maps for various environmental plans and permits.

30+ days ago

Lexington, KY

$70,000–$102,000 / year

We are involved in all supply chain solutions surrounding our customers; we evaluate our customers' needs and leverage our resources to deliver the solutions they need from development through efficient manufacturing, logistical solutions and more with world class speed to market.

30+ days ago

Louisville, KY

Utilize 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.

29 days ago

Louisville, KY

$74,925–$134,250 / year

As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

13 days ago

$100,350–$205,000 / year

p>At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.

7 days ago

Fort Thomas, KY

You will be responsible for preparing presentations and compiling supporting information for current clients and for developing new business by promoting investment management services. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.

20 days ago

Louisville, KY

This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

30+ days ago

Louisville, KY

At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

30+ days ago

Louisville, KY

Full time

Using 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.

30+ days ago

Louisville, KY

Full time

30+ days ago

Lexington, KY

Full time

30+ days ago

Louisville, KY

Full time

30+ days ago

Louisville, KY

Remote

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership.

Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation.

30+ days ago

Owensboro, KY

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: • American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 • Top Workplaces USA national award in 2022, 2023, 2024 and 2025 • Newsweek's America's Best Banks 2023 and 2024 • Newsweek's America's Greatest Workplaces 2024 and 2025 • Forbes America's Best Banks 2024 and 2025 • Forbes Best-in-State Banks 2020, 2021 and 2025 • TIME's America's Growth Leaders 2026 award winner. Participate in community activities/organizations that promote the bank and homeownership, including hosting or presenting first-time home buyer or home ownership principles seminars to agencies or members of the community.

30+ days ago

Louisville, KY

The Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

30+ days ago

$85,000–$95,000 / year

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. This role serves as a subject matter expert in maintenance programs, automation, PLCs, and equipment reliability, while driving optimization of maintenance and facilities projects.

30+ days ago

Bowling Green, KY

$22.26–$27.82 / hour

The responsibilities also include gathering information from referral sources to continually improve the credit union’s real estate products and processes as well as supporting the Credit Union sales and service culture by actively promoting all Credit Union products and services to members. Applicants at the minimum must furnish the Registry with information concerning the applicant’s identity including: (1) Fingerprints for submission to the FBI and any other relevant governmental state agency for a State and national criminal history and background check; and (2) personal history and experience including authorization for the Registry to obtain information related to any administrative, civil or criminal findings by governmental jurisdiction.

30+ days ago

Winchester, KY

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Develop application sources through internal and external centers of influence including but not limited to: Burke & Herbert Bank branches, realtors, builders, stockbrokers, financial planners, attorneys, accountants and past customers.

Maintains lending compliance including but not limited to: early disclosures, government monitoring, high priced mortgage loans documentation, and customer information procedures.

30+ days ago

Franklin, KY

The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact.

30+ days ago

https://www.regions.com/about-regions/welcome-portal/benefits.

16 days ago

Lexington, KY

$30,000–$70,000 / year

Design Consultants will be measured based on performance categories (teamwork, customer service, communication skills, decision making, project development, presentation, and technical skills) and benchmarks (Minimum Monthly Sales, Home Calls, Accent Sales, Softgood Sales, Be-Backs, PI, Close Ratio and Ethan Allen Trade Program) that contribute to the success of the Design Center as well as their own individual success. Must be skilled in the use of social media such as blogs, micro-blogs, on-line forum, content sharing web sites and other digital channels established for on-line interaction and connection to promote Ethan Allen's brand as outlined in Ethan Allen's Social Media Policy.

30+ days ago

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Financial Planner Jobs in Kentucky

Financial Planner - Retirement Solutions (Public/Government Sector) Nationwide Mutual Insurance Co

Certified Financial Planner MBC Talent Connections

Entry-Level Financial Educator & Planner - Lexington Traction Forge Financial

Sr Estate Planner Baird

Financial Advisor Northwestern Mutual

Personal Financial Counselor - Fort Campbell, KY Magellan Health Inc

Personal Financial Counselor - National Guard, Louisville, KY Magellan Health Inc

Personal Financial Counselor, Assignment Ready Counselor, PFC-Kentucky Magellan Health Inc

Personal Financial Counselor, Assignment Ready Counselor, PFC, KY Magellan Health Inc

Financial Planning Consultant - Covington, KY Fidelity

Financial Solutions Advisor - Louisville Market Bank of America

Materials Planner Stanley Black & Decker

Supply Planner GALLS

Sr Supply Planner Perfetti Van Melle Group BV

Supply Planner SOLV Energy LLC

Senior Supply Planner SOLV Energy LLC

Facilities Planner Specialist BAE Systems Plc

CPFR Planner Tempur-Pedic North America,LLC

Wave Planner - A Shift Bertelsmann SE & Co KgaA

Wave Planner | LVL Campus Support Bertelsmann SE & Co KgaA

Project Planner Fives

Early Career Planner/Siting Specialist WSP Global Inc

CPFR Planner Somnigroup International Inc

Premier Advisor - Louisville, KY Truist Financial Corp

Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu Ltd

Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu Ltd

Portfolio Manager - Trust INVM WesBanco Inc

J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Okolona) JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively) JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (The Summit) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lexington, KY JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY JPMorgan Chase Bank, N.A.

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Co

Mortgage Consultant- Inside Sales Peoples Bancorp Inc.

Senior Manager, Tax - Private Client FORVIS, LLP

Maintenance Technologist StratAcuity Staffing Partners Inc

Mortgage Loan Originator (External) - uncapped commission structure Abound Credit Union

Mortgage Loan Officer Burke & Herbert Bank

Mortgage Loan Officer - Kentucky Regions Financial Corp

Mortgage Loan Officer - Indiana Regions Financial Corp

Interior Design Sales Professional Ethan Allen Interiors Inc

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