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Client Relationship Consultant — Hybrid, Wealth

Remote / Online - Candidates ideally in
Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Shepherd Financial, LLC
Full Time, Remote/Work from Home position
Listed on 2026-03-12
Job specializations:
  • Business
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Client Relationship Consultant — Hybrid, Wealth Growth
A financial consulting firm in Louisville, KY is seeking a Client Relationship Consultant to enhance client relationships and manage retirement plans. The role requires exceptional client service and leadership skills to handle client needs and promote brand awareness. Ideal candidates are required to hold an undergraduate degree and a QKA designation within one year. Competitive salary with incentive bonus and benefits are included, with opportunities for remote work one day per week.
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