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Strategic Wealth Planning Principal Impact
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-02-01
Listing for:
The Glenview Trust Company
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent financial services firm located in Louisville, Kentucky, is seeking a Wealth Planning Principal to guide high-net-worth clients in achieving their financial goals. The ideal candidate will play a strategic advisory role, collaborating with investment and trust professionals. Responsibilities include analyzing financial scenarios, crafting detailed financial plans, and assisting in implementation. Offering competitive compensation between $110,000 and $140,000 annually, this position emphasizes a client-focused culture and opportunities for professional development.
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