UNKNOWN

FEED

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE. Associates Degree or equivalent certification through specialized vocational/technical training programs plus 2-4 years as Client Service Administrator I or comparable trust/wealth management related education and/or experience. Responsible for getting securities set up on our system by working with customers, brokers and/or other financial institutions to provide Operations the information and documentation needed.

Community Trust Bancorp Inc

Client Service Administrator II

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The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

Robert W Baird & Co Inc

CRT Client Specialist Training Program

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model.

Bank of America

Relationship Manager

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YEAR

A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering comprehensive financial plans for individuals and families. A staff bonus program providing $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved.

Jambalaya Group

Paraplanner

Workable

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement.

Cerity Partners LLC

Product Manager

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. This includes setting the overall design direction, prototyping and shipping to test hypotheses, defining how design collaborates with engineering and product, and creating the visual language and interaction models for experiences.

Product Designer

Software Engineer

General Job Summary: The Trust Client Services Associate delivers dedicated operational and administrative support to a team of Wealth and Investment Advisors, managing day-to-day account activity, client communications, and select research and committee functions. Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Stock Yards Bank and Trust Co

Trust Client Services Associate

The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

Client Specialist

As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

LPL Financial Holdings Inc

Vice President, Regional Branch Manager

This role partners closely with Wealth Management Advisors (WMAs), Commercial Relationship Managers, and Investment Banking partners to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases. ABOUT THE ROLE: The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, with a specialized focus on business owners and closely held entities navigating ownership transition events.

Fifth Third Bank

Business Transition Strategist

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Lead and manage client service teams and engagements focused on high net worth individuals and related entities, including: Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks. Additionally, this role plays a key leadership function within the firm, contributing to business development, mentoring team members, and supporting the growth of the firm’s HNW practice, maintaining a strong focus on client relationships and overall engagement performance.

Dean Dorton

Tax Associate Director - High Net Worth Individuals

Staff bonus program: $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved. A well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial-planning process.

Financial Planning Analyst

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You'll build and maintain the dashboards and reports that sales consultants and leaders use every day, turn what the sales team needs into clear requirements, test what gets delivered, and prove with data that it is working. This role defines what the sales team needs from systems and reporting; it does not run training, coordinate launches across teams, or direct our Salesforce consulting partner.

DPL Financial Partners

Sales Operations & Systems Manager

Talent Acquisition

Our sales team has 36 people across five groups: Sales Support Associates (SSAs), our bench for future internal consultants, often hired right out of college or from other careers; internal sales; External Sales; Relationship Management; and Membership Consultants. 5+ years of experience, or equivalent, building new training programs in learning and development, instructional design, or sales training, including experience supporting a sales or client-facing team.

Sales Training & Development Manager

The Agriculture Business Banking Relationship Manager (AgRM) serves as the primary financial advisor and relationship manager for agricultural business clients, developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that help clients achieve their financial goals and long-term success. AgRMs take a holistic approach to relationship management, leveraging partnerships across the bank to provide customized lending, treasury management, payments, deposit, credit card, and wealth solutions that support both business and personal needs.

U.S. Bancorp

Business Banking Relationship Manager - Agriculture

US Bank

Lead and manage client service teams and engagements focused on high net worth individuals and related entities, including: Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks. Additionally, this role plays a key leadership function within the firm, contributing to business development, mentoring team members, and supporting the growth of the firm's HNW practice, maintaining a strong focus on client relationships and overall engagement performance.

Dean Dorton Allen Ford

Dean Dorton Allen Ford, PLLC

You'll ensure the accurate calculation of upfront and trailing commissions, ensuring the commissions are paid to the correct selling firm and advisor, validate calculations data against fund agreements, and prepare all required wire transfers to selling firms and financial advisors. You'll be joining our Alternative Investments team within our Issuer Services business-an area that manages high‑value shareholder investment activity for wealth management clients, brokers, and issuer partners.

Computershare (ASX: CPU) is the world's largest stock transfer agent that has pioneered many of the securities industry's innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 16,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. AT COMPUTERSHARE, IT'S MORE THAN A JOBAt Computershare, we don't just offer jobs, we offer careers. From a learning and development program that gives team members the chance to learn from the industry's best, to a casual working environment, a total benefits package and tuition reimbursement, we know that looking after our people ensures success for them, for us and for our clients. TOP 5 REASONS TO WORK HERE Employees shared their top reasons for you to consider joining our team. #1 Be Part of a Dynamic Team It’s the Computershare way to work hard and have fun with our teammates. #2 Be A Change Agent for Good We're proud of the ways that we save energy, reduce waste and encourage each other to give to those in need where they need it most through our sustainability and community support programs. #3 Be Well Taken Care Of We have great options for affordable medical benefits with wellness credits that promote a healthy lifestyle and earn you discounts, plus tuition reimbursement to promote ongoing education. #4 Be A Driving Force New thinking and great ideas are vital to our culture of growth. You have the support to be a driving force for change. #5 Be Career Minded There are lots of ways to build a career here. Just raise your hand and ask. So, if you’re ready to roll up your sleeves with our 15,000 employees, we look forward to having you. Visit us at <a href="http://www.computershare.com/mycareer" target="_blank">www.computershare.com/mycareer</a>. Your career is waiting.

Wealth Advisor Jobs in Kentucky

Client Service Administrator II Community Trust Bancorp Inc

CRT Client Specialist Training Program Robert W Baird & Co Inc

Relationship Manager Bank of America

Paraplanner Jambalaya Group

Product Manager Cerity Partners LLC

Product Designer Cerity Partners LLC

Software Engineer Cerity Partners LLC

Trust Client Services Associate Stock Yards Bank and Trust Co

Client Specialist Robert W Baird & Co Inc

Vice President, Regional Branch Manager LPL Financial Holdings Inc

Business Transition Strategist Fifth Third Bank

Tax Associate Director - High Net Worth Individuals Dean Dorton

Financial Planning Analyst Jambalaya Group

Sales Operations & Systems Manager DPL Financial Partners

Sales Training & Development Manager DPL Financial Partners

Business Banking Relationship Manager - Agriculture U.S. Bancorp

Business Banking Relationship Manager - Agriculture US Bank

Tax Associate Director - High Net Worth Individuals Dean Dorton Allen Ford

Tax Associate Director - High Net Worth Individuals Dean Dorton Allen Ford, PLLC

Alternative Investments - Lead Settlement Specialist Computershare Ltd

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