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Personal Financial Advisor & Investment Planner
Job in
Bowling Green, Warren County, Kentucky, 42103, USA
Listed on 2026-08-21
Listing for:
Wellby Financial
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wellby Financial is seeking a dedicated financial professional to educate members on investment products and provide personalized financial planning. You will engage with members through seminars, trainings, and branch events to enhance financial literacy and help clients achieve their goals.
You will meet with clients to assess income, expenses, assets, and tax considerations, then develop customized strategies. Strong communication and analytical skills are essential for success in this role.
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