Wealth Planner: Client-First Financial Planning Pro
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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
This is an excellent opening to take on the Wealth Planner:
Client-First Financial Planning Pro role at Vaco Recruiter Services.
The following opportunity is for a Wealth Planner:
Client-First Financial Planning Pro with Vaco Recruiter Services.
Our group is growing, and we are hiring a Wealth Planner:
Client-First Financial Planning Pro in Louisville, KY, United States.
This opportunity is for the Wealth Planner:
Client-First Financial Planning Pro role at Vaco Recruiter Services.
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