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Financial Consultant Financial Advisor

Senior Wealth Planner & Strategy Lead

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: A Hiring Company
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, 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 company in Louisville, KY, is searching for a Financial Planning Principal to guide high-net-worth clients in achieving financial success. The role involves assessing client situations, creating comprehensive financial plans, and collaborating with Trust and Investment teams. Ideal candidates should possess a CPA or JD designation and 5-10 years of relevant experience. This position promises competitive compensation, professional growth opportunities, and a commitment to diversity and inclusion.
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Position Requirements
10+ Years work experience
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