UNKNOWN

FEED

Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience.

Cerity Partners LLC

Spring 2027 Tax Intern

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This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience. Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data.

Tax Admin Intern

Utilize an existing software platform to perform ongoing analysis and rebalancing of household accounts as well as individual taxable, tax-deferred, and non-taxable client portfolios. Support the Investment Committee and Investment Office in the provision of investment advice to clients' performance reporting, data collection and analysis, data visualization, and special projects.

Trading Associate

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.

DPL Financial Partners LLC

Sales Training & Development Manager

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.

Sales Operations & Systems Manager

Utilize an existing software platform to perform ongoing analysis and rebalancing of household accounts as well as individual taxable, tax-deferred, and non-taxable client portfolios. Support the Investment Committee and Investment Office in the provision of investment advice to clients’ performance reporting, data collection and analysis, data visualization, and special projects.

Cerity Partners

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As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

YEAR

<p>PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.</p>

<p>PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy,  human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.</p>

<p>Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.</p>

Korean Business Network - Private Tax Manager

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Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Intern for our 2027 Summer Internship program.

Summer 2027 Tax Intern

Overview: As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management.

German American Bancorp, Inc.

Personal Banker

ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com.

Hub International

Insurance Sales Producer

The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

WealthBridge Financial Group

Regional Vice President

This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth. WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors.

Managing Director

General Job Summary: As a New Business Development Officer, you will be responsible for developing referral opportunities from retail and commercial bank partners and centers of influence, combined with direct prospecting activity sourced from your personal and professional networks. 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

New Business Development Officer - Louisville

About The Role: The PWM Business Development team, comprised of regional consultants (BDCs), associates (BDAs) and PWM Growth Strategy Consultant is an established group with a mission to grow revenues and improve profitability by acting as an internal 'management consultant' and 'practice management coach' to Market Director, Branch Leaders, and Financial Advisor Practices. This Business Development group plays a leadership role in our regionally aligned Wealth Center - a team of functional experts that come together to elevate the business outcomes and client experience by partnering with our Financial Advisor Practices.

Robert W Baird & Co Inc

Business Development Consultant

Serve as an advisor to high-net-worth individuals, family businesses and executive groups by providing a wide array of professional tax services, including individual and flow-through entity tax planning and compliance; and gift tax, wealth succession, and estate tax planning and compliance. Assist individual clients needing a wide range of tax services, including tax compliance, tax planning and tax advice relating to their business interests, investments and related assets.

Regal Executive Search

Tax Manager

HaleyMarketing

Sales 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. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Financial Planning Consultant - Covington, KY

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.

Morgan Stanley

Risk Officer

As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

Wealth Management Advisor Jobs in Kentucky

Spring 2027 Tax Intern Cerity Partners LLC

Tax Admin Intern Cerity Partners LLC

Trading Associate Cerity Partners LLC

Sales Training & Development Manager DPL Financial Partners LLC

Sales Operations & Systems Manager DPL Financial Partners LLC

Trading Associate Cerity Partners

Tax Admin Intern Cerity Partners

Korean Business Network - Private Tax Manager PwC

Summer 2027 Tax Intern Cerity Partners

Spring 2027 Tax Intern Cerity Partners

Personal Banker German American Bancorp, Inc.

Insurance Sales Producer Hub International

Regional Vice President WealthBridge Financial Group

Managing Director WealthBridge Financial Group

New Business Development Officer - Louisville Stock Yards Bank and Trust Co

Business Development Consultant Robert W Baird & Co Inc

Tax Manager Regal Executive Search

Financial Planning Consultant - Covington, KY Fidelity

Risk Officer Morgan Stanley

Tax Principal Cerity Partners LLC

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