Personal Financial Advisor Jobs in Kentucky

1-11 of 11 Jobs

Wealth Advisor

  • Bowling Green, KY
  • 3 days ago
  • Bowling Green, KY
  • 3 days ago

Position Summary \n This position is primarily responsible for establishing value-added relationships with members, understanding their financial needs and offering solutions to meet those needs....

Wealth Advisor

  • Louisville, KY
  • 11 days ago
  • Louisville, KY
  • 11 days ago

What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...

Wealth Management Advisor II

  • Newport, KY
  • 13 days ago
  • Newport, KY
  • 13 days ago

Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....

Financial Coach- Employee Support Specialist

  • Glasgow, KY
  • 16 days ago
  • Glasgow, KY
  • 16 days ago

Goodwill Industries of Kentucky is looking for an energetic, self-motivated, detail-oriented Financial Coach to join our team! The Financial Coach will provide individualized financial guidance,...

Wealth Management Advisor-Alexandria, KY

  • Alexandria, KY
  • 30+ days ago
  • Alexandria, KY
  • 30+ days ago

planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....

Wealth Advisor - Kemba Credit Union

  • Newport, KY
  • 45+ days ago
  • Newport, KY
  • 45+ days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

Wealth Advisor - PNC Investments

  • Louisville, KY
  • 60+ days ago
  • Louisville, KY
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor - PNC Investments

  • Louisville, KY
  • 60+ days ago
  • Louisville, KY
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor III - Kentucky

  • Lexington, KY
  • 90+ days ago
  • Lexington, KY
  • 90+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Wealth Advisor

  • Louisville, KY
  • 90+ days ago
  • Louisville, KY
  • 90+ days ago

Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....

Wealth Advisor III - Kentucky

  • Louisville, KY
  • 90+ days ago
  • Louisville, KY
  • 90+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Demographic Data for Kentucky

Moving to Kentucky? Find some basic demographic data about Kentucky below.


Local
National
4,513,190
91,158

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Kentucky

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Kentucky offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.6%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Kentucky
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%