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Wealth Planning Associate: Client-Focused Strategy
Job in
Fort Wright, Kenton County, Kentucky, USA
Listed on 2026-01-01
Listing for:
Baird
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Fort Wright is seeking an Associate Financial Advisor to provide specialized services in financial planning and portfolio management. The ideal candidate will hold an undergraduate degree in Finance or a related field and must complete professional designations within a year. This role emphasizes strong communication and presentation skills, along with a proven track record in client-facing investment roles.
Competitive compensation and a diverse work environment are offered.
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Position Requirements
10+ Years
work experience
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