NewFinancial Planner Vaco LLCFinancial PlannerLouisville, KY$100,000–$125,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs.
Senior Investment Advisor - PNC Private Bank PNC BankSenior Investment Advisor - PNC Private BankLouisville, KentuckyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Senior Investment Advisor - PNC Private Bank The PNC Financial Services Group IncSenior Investment Advisor - PNC Private BankLouisville, KYPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Executive (Financial Advisor) - Bowling Green, KY Fifth Third BankInvestment Executive (Financial Advisor) - Bowling Green, KYBowling Green, KentuckyInvestment Executive (Financial Advisor) - Bowling Green, KY At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Financial Advisor Northwestern MutualFinancial AdvisorLouisville, Kentucky$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor Registration Candidate - Louisville Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Louisville MarketLouisville, KYMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorLouisville, KY$154,000–$286,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
CIC Registered Operations Specialist, Central Investment Center Central Bancshares, IncCIC Registered Operations Specialist, Central Investment CenterLexington, KYAid Financial Advisors in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointments with clients. Assist with processing of business as levels dictate, including entering trades as instructed by a client or a registered representative on behalf of a client.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLouisville, KentuckyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively)Louisville, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lexington, KY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lexington, KYLexington, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (The Summit) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (The Summit)Louisville, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KYLouisville, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementLexington, KYIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewFinancial Consultant, Truist Investment Services, Lexington, KY Truist Financial CorpFinancial Consultant, Truist Investment Services, Lexington, KYLexington, KYGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Investment Consultant - Louisville, KY FidelityInvestment Consultant - Louisville, KYLouisville, KentuckyRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
NewInvestment Management Consultant II - Covington, KY FidelityInvestment Management Consultant II - Covington, KYCovington, KentuckyRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteKYRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Wealth Advisor PNC BankWealth AdvisorLouisville, KentuckyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Trust Real Estate Advisor II PNC BankTrust Real Estate Advisor IILouisville, KentuckyComplies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as: real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Private Wealth Advisor Professions IncPrivate Wealth AdvisorLouisville, KYExperience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships.
Wealth Advisor The PNC Financial Services Group IncWealth AdvisorLouisville, KYPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Trust Real Estate Advisor II The PNC Financial Services Group IncTrust Real Estate Advisor IILouisville, KYComplies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as: real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
AMP Financial Advisor Trainee Raymond James Financial IncAMP Financial Advisor TraineeLouisville, KYBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementLouisville, KentuckyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewFinancial Advisor - Service One Credit Union LPL Financial Holdings IncFinancial Advisor - Service One Credit UnionBowling Green, KY$48,000–$50,000 / yearThis employment opportunity at Service One Wealth Advisors located at Service One Credit Union in Bowling Green, KY would allow you to join the Investment Program at Service One Wealth Advisors located at Service One Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Service One Wealth Advisors located at Service One Credit Union for financial solutions.
NewFinancial Planning Advisor Teachers Insurance and Annuity Association of America (TIAA)Financial Planning AdvisorLexington, KY$84,400–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Business Advisor I Truist Financial CorpWealth Business Advisor ILouisville, KY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Advisor II First Financial Bank NAWealth Advisor IICovington, KY$74,000–$100,000 / yearFive (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills Business development experience is a plus Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor's degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment to professional development Demonstrated knowledge of industry practices and regulations. Communicates updates to FFB portfolio strategies to clients and prospects • Utilization of financial planning to drive client retention and acquisition • Serves on the FFB Investment Committee as client advocate and strategy consultant • Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.
Premier Advisor - Louisville, KY Truist Financial CorpPremier Advisor - Louisville, KYLouisville, KYUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Financial Advisor - Lexington, KY Corebridge Financial IncFinancial Advisor - Lexington, KYLexington, KYCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Premier Advisor - Louisville, KY Truist BankPremier Advisor - Louisville, KYLouisville, KentuckyUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Network Planning Advisor BP PlcNetwork Planning AdvisorLouisville, KY$75,000–$139,000 / yearKey Partners: The team consists of Network and Portfolio Managers in close partnership with the Network & Analytics team, collaborating daily with Sales, Operations, Legal, Finance, Business Investment, Design, Construction, and external real estate partners. With a primary emphasis on capital-light growth, the Advisor applies financial, geographic, and competitive analysis to recommend channel shifts, dealer strategies, and portfolio rationalization actions that enhance returns.
Financial Advisor - Lexington, KY Corebridge FinancialFinancial Advisor - Lexington, KYLouisville, KentuckyCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Advisor Service One Credit UnionWealth AdvisorBowling Green, KYEducationalExperience Requirements Bachelors Degree in Finance Business Economics or a related field FINRA Series 7 License FINRA Series 66 preferably or Series 63 License Experience as a financialwealth advisor is preferred. Sells effectively by establishing relationships with members finding their needs and offering appropriate solutions and educating the member in order for them to see the value understand the features and benefits of the solution.
Financial Advisor - Securities Administration WesBanco IncFinancial Advisor - Securities AdministrationLawrenceburg, KYINTERPERSONAL SKILLS: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
NewHFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - BranchEdgewood, KYSummary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Director, Wealth Advisor ChoreoDirector, Wealth AdvisorLouisville, KYThis role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Financial Advisor with Healthcare Background Louisville Group of Northwestern MutualFinancial Advisor with Healthcare BackgroundLouisville, KYBuild Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Wealth Management Advisor Fifth Third BankWealth Management AdvisorLouisville, KentuckyThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
NewHFA Financial Advisor Senior - Branch Huntington National BankHFA Financial Advisor Senior - BranchEdgewood, KentuckyThe HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Wealth Advisor I COMMUNITY TRUST AND INVESTMENT COMPANYWealth Advisor IPikeville, KYFull timeProvide quality service to each account assigned through a thorough knowledge of the unique character of each account and by maintaining ongoing relationships with clients, beneficiaries, and related professionals connected with those accounts. Supervise assigned Client Service Administrator's daily tasks with appropriate follow up; train as needed; provide timely, candid, and constructive performance feedback.
Associate Director, Supply Chain Advisor (Hybrid) RTX CorpAssociate Director, Supply Chain Advisor (Hybrid)Louisville, KYLead team collaboration with functional SMEs across Raytheon's LCC, SCM leadership, business partners, and other RTX legal entities, to obtain executive leadership buy-in and to implement and maintain organization-wide impacting operational policies, processes, templates, and tools. Strong collaboration and partnering, maintaining strong relationships with peers, internal clients, and external customers as this candidate will have regular interaction with Supply Chain personnel, LCC and Program Counsel, other SME functions, and other business entities.
Franchise Growth Advisor BP PlcFranchise Growth AdvisorLouisville, KY$75,000–$139,000 / yearSkills: Agility core practices, Agility core practices, Agreements and negotiations, Analytical Thinking, Business Acumen, Business process improvement, Commercial Acumen, Communication, Conflict Management, Continuous Improvement, Continuous Learning, Creativity and Innovation, customer and competitor understanding, Customer centric thinking, Customer data knowledge, Data Analysis, Data visualization and interpretation, Decision Making, Digital Collaboration, Digital Fluency, Industry knowledge and advocacy, Integrated pricing, Leading transformation, market, Negotiation planning and preparation {+ 13 more}. You will own the operating rhythm that keeps franchise expansion moving: building the models that inform investment decisions, designing the processes that reduce friction, and driving the simplification of systems and ways of working so the business can scale faster with less complexity.
Internal Sales Consultant DPL Financial PartnersInternal Sales ConsultantLouisville, KYFull timeThe Internal Consultant plays a critical role in expanding DPL's reach by engaging advisors daily, demonstrating the value of the platform and tools, and converting conversations into platform adoption and annuity business. Role Overview: DPL Financial Partners is seeking a highly motivated Internal Consultant to drive adoption of the DPL platform across registered investment advisor (RIA) firms.
Internal Sales Consultant DPL Financial Partners LLCInternal Sales ConsultantLouisville, KYThe Internal Consultant plays a critical role in expanding DPLs reach by engaging advisors daily, demonstrating the value of the platform and tools, and converting conversations into platform adoption and annuity business. Role Overview DPL Financial Partners is seeking a highly motivated Internal Consultant to drive adoption of the DPL platform across registered investment advisor (RIA) firms.
Financial Planner - Retirement Solutions (Public/Government Sector) Nationwide Mutual Insurance CoFinancial Planner - Retirement Solutions (Public/Government Sector)KY$87,000–$162,000 / yearAs a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Head of Wealth Management Trading Cerity PartnersHead of Wealth Management TradingLouisville, KentuckyMigrating Accounts in Trading Models: Oversee the migration of client accounts into centralized trading models, coordinating with advisor teams, the Investment Office, and custodians to ensure seamless transitions with minimal disruption. The Head of Wealth Management Trading leads Cerity Partners’ dedicated central trading program, serving as the primary point of accountability for trade execution quality, operational excellence, and team culture.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) Prudential Financial IncPGIM Global Wealth - External Wholesaler (OH, KY, and IN)KYPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) PGIM Global High Yield FundPGIM Global Wealth - External Wholesaler (OH, KY, and IN)KYPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.