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Financial Consultant Financial Advisor

Wealth Planning Support Associate

Job in Louisville, Jefferson County, Kentucky, 40201, USA
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 is seeking a CRT Advisor Associate in Louisville, KY. The role involves partnering with clients to ensure investment suitability and delivering financial plans in collaboration with Financial Advisors. Candidates must have an undergraduate degree and relevant licenses, along with strong presentation and interpersonal skills. This position promotes teamwork and communication within a dedicated client service team.
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Position Requirements
10+ Years work experience
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