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Client-Focused Wealth Planner & Planning Specialist
Job in
Prospect, Jefferson County, Kentucky, 40059, USA
Listed on 2026-08-28
Listing for:
The Gleason Group
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
The Gleason Group, a financial life management firm serving high net worth families and business owners, is seeking an energetic, detail-oriented team player who loves helping people. The role supports advisors, prepares planning materials, and helps model scenarios for client discussions.
Ideal candidates have strong communication, organization, and problem-solving skills, plus proficiency in Word, Excel, PowerPoint, and Outlook. Competitive compensation awaits the right applicant.
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