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Wealth Planner: Client-First Financial Planning Pro
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-08-09
Listing for:
Vaco Recruiter Services
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Vaco Recruiter Services in Louisville, KY seeks a Wealth Planner to support high-net-worth clients with comprehensive financial planning, client service, and collaborative work with advisors. The role requires a bachelor's in Finance, Business, Economics, or related field and CFP designation or active candidate status.
You will assist with plan preparation, review statements, maintain records in CRM and planning software, and nurture long-term client relationships through attentive, proactive
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