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Financial Planner Trainee — CFP Path, Hybrid Work

Remote / Online - Candidates ideally in
Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Baird
Full Time, Apprenticeship/Internship, Remote/Work from Home position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Baird in Louisville, KY is offering a Financial Planner role designed to train you to become a full-time Financial Advisor on an existing team within four years. The role supports Financial Advisors and Client Specialists in creating financial plans and analyses for prospects or clients, with research and ongoing education for Advisors.

The position is based in Kentucky offices with one day per week work-from-home flexibility, and requires completing CFP prerequisites and sitting for the CFP

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