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Senior Wealth Planner & Strategy Lead

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: A Hiring Company
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Louisville, Kentucky, seeks a Financial Planning Principal to shape the financial futures of high-net-worth clients. This role requires collaboration with Trust and Investment Principals, strong analytical skills, and the ability to create personalized financial plans. Candidates must possess a CPA or JD designation, and at least 5-10 years of relevant experience. The firm offers a competitive salary, professional growth opportunities, and a commitment to diversity and inclusion.
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Position Requirements
10+ Years work experience
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