Personal Financial Advisor jobs in kentucky state USA
63 personal financial advisor jobs found in kentucky state: showing 1 - 50
District Consumer Banker I (fern Creek)
Company: First Financial Bank |
a fIRST Class Client Experience. Function as clients personal trusted advisor by adding value and building deep client... through active calling, client conversations, and follow up. Daily activities that align with The First Financial BankLocation: Louisville, KY, USA
| Salary: US$18 - 20.19 per hour | Date posted: 22 Aug 2026
Business Relationship Manager Not For Profit - Vice President
Company: JPMorgan Chase |
, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit... business to ensure a seamless experience for the client who has multiple products and services Serve as a trusted advisorLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 22 Aug 2026
Senior Manager, Tax - Private Client
Company: Forvis Mazars |
CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility... to help clients grow, preserve, and protect wealth. The Private Client Tax Senior Manager serves as a trusted advisorLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 21 Aug 2026
Premier Client Banker - Pnc Wealth Management
Company: PNC Financial Services |
Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor..., and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailoredLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 20 Aug 2026
Tax Expert - Expert Center (midwest)
Company: Intuit |
Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes... from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use IntuitLocation: Lexington, KY, USA
| Salary: unspecified | Date posted: 20 Aug 2026
Tax Expert - Expert Center (midwest)
Company: Intuit |
Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes... from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use IntuitLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 20 Aug 2026
Tax Expert - Expert Center (midwest)
Company: Intuit |
Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes... from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use IntuitLocation: Bowling Green, KY, USA
| Salary: unspecified | Date posted: 20 Aug 2026
Registered Wealth Management Client Associate
Company: Bank of America |
offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor..., and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client AssociatesLocation: Lexington, KY, USA
| Salary: unspecified | Date posted: 20 Aug 2026
Sales Executive - Loopnet - Louisville, Ky
Company: CoStar Group |
and become a trusted advisor on all matters related to their strategic marketing plan. Business Development Using CoStar Group..., PropTech, FinTech, financial securities, business intelligence or data & analytics. Bachelors degree from an accreditedLocation: Kentucky, USA
| Salary: unspecified | Date posted: 20 Aug 2026
Sales Executive - Loopnet - Louisville, Ky
Company: CoStar Group |
with clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing plan... advertising, marketing solutions, AdTech, PropTech, FinTech, financial securities, business intelligence or data & analyticsLocation: Kentucky, USA
| Salary: unspecified | Date posted: 20 Aug 2026
Registered Branch Associate - Danville, Ky
Company: Edward Jones |
for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor..., cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial AdvisorLocation: Danville, KY, USA
| Salary: unspecified | Date posted: 19 Aug 2026
Branch Office Administrator
Company: Edward Jones |
is to provide administrative support to a financial advisor or a team of multiple financial advisors. Were proud to serve over nine... direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client recordsLocation: Paducah, KY, USA
| Salary: unspecified | Date posted: 17 Aug 2026
Remote Benefits & Client Advisor | Work From Home
Company: Globe Life AIL - Lisa Russel |
Remote Benefits & Client Advisor | Work From Home Company: AO Globe Life Work Arrangement: 100% Remote... life, accident, and health insurance products designed to provide additional financial protection. Our culture emphasizesLocation: Lexington, KY, USA
| Salary: unspecified | Date posted: 17 Aug 2026
Financial Planner With Athletic Background
Company: Louisville Group of Northwestern Mutual |
, snowmobiling, and skiing. Cory Thorne Financial Advisor and District Director (DTO): Time with NM: 16 years. Prior..., which are essential traits for success in the insurance and financial services industry. Heres why athletes could thriveLocation: Louisville, KY, USA
| Salary: US$71000 - 89000 per year | Date posted: 16 Aug 2026
District Consumer Banker Ii (oakbrook)
Company: First Financial Bank |
relationships, fulfill clients financial needs and provide a fIRST Class Client Experience. Function as clients personal trusted... through active calling, client conversations, and follow up. Daily activities that align with The First Financial BankLocation: Burlington, KY, USA
| Salary: US$18 - 20.67 per hour | Date posted: 14 Aug 2026
Lead Client Executive (retirement Relationship Manager) (remote In Ky Or Oh)
Company: Transamerica |
. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being...Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personalLocation: Kentucky, USA
| Salary: unspecified | Date posted: 14 Aug 2026
Branch Office Administrator - Paducah, Ky
Company: Edward Jones |
advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part... financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. AdministrativeLocation: Paducah, KY, USA
| Salary: unspecified | Date posted: 14 Aug 2026
Wealth Advisor - Pnc Wealth Management
Company: PNC Financial Services |
companys success. As a Wealth Advisor in PNC Wealth Management, you will be based in Kentucky. PNC is an in-office company... on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investmentLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 11 Aug 2026
Case Manager I
Company: SAFY |
with 6 free visits per year Free Financial Advisor Services Support Services for alternative Health Insurance and benefit... identity, gender expression, arrest record, conviction record, or any other personal characteristic protected by applicable lawLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 11 Aug 2026
Tax Associate Director - Construction Services
Company: Dean Dorton |
and financial goals. About the Role The Associate Director Construction Tax Services role, focuses, leads and manages... financial outcomes for clients. Consulting with clients on tax implications related to entity structuring, mergersLocation: Lexington, KY, USA
| Salary: unspecified | Date posted: 10 Aug 2026
Tax Associate Director - Construction Services
Company: Dean Dorton |
and financial goals. About the Role The Associate Director Construction Tax Services role, focuses, leads and manages... financial outcomes for clients. Consulting with clients on tax implications related to entity structuring, mergersLocation: Fort Wright, KY, USA
| Salary: unspecified | Date posted: 10 Aug 2026
Tax Associate Director - Construction Services
Company: Dean Dorton |
and financial goals. About the Role The Associate Director Construction Tax Services role, focuses, leads and manages... financial outcomes for clients. Consulting with clients on tax implications related to entity structuring, mergersLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 10 Aug 2026
Retail Cosmetics Sales Associate, Florence - Flex
Company: Macy's |
as a Beauty Advisor Flex - you are the trusted expert our customers turn to for all things beauty. Passionate about both products... customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customerLocation: Florence, KY, USA
| Salary: unspecified | Date posted: 09 Aug 2026
College Financial Representative, Internship Program
Company: Northwestern Mutual |
. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidanceLocation: Bowling Green, KY, USA
| Salary: unspecified | Date posted: 08 Aug 2026
Case Manager I
Company: SAFY |
with 6 free visits per year Free Financial Advisor Services Support Services for alternative Health Insurance and benefit... identity, gender expression, arrest record, conviction record, or any other personal characteristic protected by applicable lawLocation: Lexington, KY, USA
| Salary: unspecified | Date posted: 08 Aug 2026
Lead Strategic Customer Success Partner
Company: Uber Freight |
as a strategic advisor to customers, helping them optimize their supply chain performance, identify cost-saving opportunities..., dental and vision benefits, 401k match, financial and mental wellness benefits, parental leave, short- and long-termLocation: Exton, PA - Newport, KY, USA
| Salary: unspecified | Date posted: 08 Aug 2026
College Financial Representative, Internship Program
Company: Northwestern Mutual |
. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidanceLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 08 Aug 2026
College Financial Representative, Internship Program
Company: Northwestern Mutual |
. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidanceLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 08 Aug 2026
College Financial Representative, Internship Program
Company: Northwestern Mutual |
. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidanceLocation: Lexington, KY, USA
| Salary: unspecified | Date posted: 07 Aug 2026
Fiduciary Advisor Sr
Company: PNC Financial Services |
companys success. As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Louisville, KY... Solving, Regulatory Environment - Financial Services, Value Selling Work Experience Roles at this level typically requireLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 07 Aug 2026
College Financial Representative, Internship Program
Company: Northwestern Mutual |
. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidanceLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 07 Aug 2026
Automation Engineer (automotive)
Company: unknown |
: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services...-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactionsLocation: Elizabethtown, KY, USA
| Salary: US$77000 - 90000 per year | Date posted: 07 Aug 2026
Wealth Private Banking Advisor - Lexington/louisville
Company: Truist |
Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs... and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneysLocation: Louisville, KY - Lexington, KY, USA
| Salary: unspecified | Date posted: 07 Aug 2026
Automation Engineer (automotive)
Company: unknown |
: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services...-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactionsLocation: Alcalde, KY, USA
| Salary: US$77000 - 90000 per year | Date posted: 07 Aug 2026
Automation Engineer (automotive)
Company: unknown |
: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services...-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactionsLocation: Columbia, KY, USA
| Salary: US$77000 - 90000 per year | Date posted: 07 Aug 2026
Automation Engineer (automotive)
Company: unknown |
: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services...-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactionsLocation: Campbellsville, KY, USA
| Salary: US$77000 - 90000 per year | Date posted: 07 Aug 2026
Automation Engineer (automotive)
Company: unknown |
: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services...-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactionsLocation: Lamb, KY, USA
| Salary: US$77000 - 90000 per year | Date posted: 07 Aug 2026
Automation Engineer (automotive)
Company: unknown |
: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services...-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactionsLocation: Louisville, KY, USA
| Salary: US$77000 - 90000 per year | Date posted: 07 Aug 2026
J.p. Morgan Wealth Management – Private Client Advisor - Saint Matthews
Company: JPMorgan Chase |
best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management... Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experienceLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 06 Aug 2026
Wealth Management Advisor I
Company: Park National Bank |
Description : RESPONSIBILITIES - #Ll-Hybrid Administer assigned trust accounts including personal trusts and estates... by adhering to all policies and procedures Collect and analyze customer information to determine proper financial productsLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 05 Aug 2026
J.p. Morgan Wealth Management – Private Client Advisor - Louisville, Ky (shively)
Company: JPMorgan Chase |
best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management... Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experienceLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 04 Aug 2026
Chief Financial Officer
Company: United Way |
The Chief Financial Officer (CFO) is a key member of Metro United Way's Executive Leadership Team and is responsible... for overseeing all financial aspects of the organization. The CFO provides strategic financial leadership, ensures fiscal integrityLocation: Louisville, KY, USA
| Salary: US$150000 per year | Date posted: 03 Aug 2026
Treatment Director
Company: SAFY |
Financial Advisor Services Support Services for alternative Health Insurance and benefit credit reimbursement options Employee... to develop an annual operating budget and work within that budget once approved. Review monthly financial information and makeLocation: Louisville, KY, USA
| Salary: US$66000 - 86000 per year | Date posted: 02 Aug 2026
Case Manager I
Company: SAFY |
with 6 free visits per year Free Financial Advisor Services Support Services for alternative Health Insurance and benefit..., or any other personal characteristic protected by applicable law. This policy covers all programs, services, policies, and proceduresLocation: Louisville, KY, USA
| Salary: US$44000 - 53000 per year | Date posted: 29 Jul 2026
Financial Advisor - Louisville, Co - Market 20, Region 259
Company: Edward Jones |
as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term... financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with EdwardLocation: Louisville, KY, USA
| Salary: US$45000 - 100000 per year | Date posted: 29 Jul 2026
Outside Sales Professional - Louisville
Company: Tom James |
your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements...: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience. RoleLocation: Louisville, KY, USA
| Salary: unspecified | Date posted: 28 Jul 2026
Principal Anaplan Solutions Architect
Company: Humana |
architectural vision and standards for Anaplan across the organization. Serves as the subject matter expert and key advisor... domains in a planning or analytics capacity. Strong understanding of financial planning, workforce managementLocation: Louisville, KY, USA
| Salary: US$172200 - 236900 per year | Date posted: 28 Jul 2026
Branch Office Administrator
Company: Edward Jones |
is to provide administrative support to a financial advisor or a team of multiple financial advisors. Were proud to serve over nine... direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client recordsLocation: Paducah, KY, USA
| Salary: unspecified | Date posted: 28 Jul 2026
Branch Office Administrator - Paducah, Ky
Company: Edward Jones |
advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part... financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. AdministrativeLocation: Paducah, KY, USA
| Salary: unspecified | Date posted: 24 Jul 2026
Registered Client Service Associate
Company: Stifel |
one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety.... Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal