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Strategic Chief of Staff Wealth Management

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Centerline Wealth Advisors
Full Time position
Listed on 2026-01-22
Job specializations:
  • Management
    CFO
  • Finance & Banking
    CFO
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Chief of Staff for Wealth Management
A financial advisory firm in Louisville, KY, seeks a strategic Chief of Staff to support the CEO in optimizing operations and managing initiatives. Candidates should possess a Bachelor's degree in Business or Finance and have proven experience in high-level management, preferably in wealth management or financial services. Responsibilities include strategic planning, executive support, and task management. The role ensures the CEO can focus on critical tasks while enhancing overall efficiency.
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