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Assistant Financial Planner Jobs in Kentucky (NOW HIRING)

DrinkPAK, LLC

$90 - $120/hr

RESPONSIBILITIES*** Assist in developing and maintaining the company's financial models, forecasts ... in FP&A, corporate finance, investment banking, or a related field.* Strong proficiency in ...

Panelmatic

$70 - $110/hr

The FP&A Analyst will support Panelmatic's financial planning and analysis activities by partnering ... * Assist with month-end and quarter-end reporting by reconciling results, explaining variances ...

Whitewatercw

$80 - $95/hr

Financial Planning & Analysis $80,000-$95,000 per year | Full-Time | Onsite | Houston, TX 77070 ... Budgeting & Forecasting * Assist with the annual budgeting process and ongoing financial forecasts.

Kilroy Realty Corporation

$117 - $140/hr

Corporate Finance, Treasury and Capital Markets * Assist the Senior Vice President with liquidity forecasting projections, capital planning, and raising capital. * Support analyses related to debt ...

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Thrivent

Administrative Assistant

Louisville, KY · On-site

$18 - $20/hr

Unlicensed Investment Operations support * Assist Financial Advisors in the preparation and follow up for the client/member meetings * Event planning and Social Media marketing * Provides back-up ...

ArborWorks, LLC

$85 - $105/hr

FP&A Analyst Full Time Professional Prescott Valley, AZ, US 8 days ago Requisition ID: 1623 ABOUT ... * Assist the Director of Revenue and Pricing with bid preparation, pricing analyses, and updates ...

MiniMed Group

$121 - $205/hr

Support capital planning, tracking, and post-implementation review processes.* Assist with capital appropriation requests, including financial modeling such as payback and ROI analysis.* Monitor ...

SMB Team

$110 - $150/hr

... , assist with financial due diligence, and support post-merger integration and synergy tracking ... FP&A, corporate finance, consulting, investment banking, public accounting, or a similarly ...

OpenLoop Health, Inc.

$70 - $110/hr

Support strategic planning initiatives by analyzing financial data and trends to assist in the development of business strategies. Conduct scenario analyses and financial simulations to evaluate ...

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Child Care Resource Center, Inc.

$180 - $220/hr

Optimize and maintain financial models, systems, tools, reporting, forecasts, workflow, analysis and planning systems that are AI-enabled and automated.* Assist with audit preparation and financial ...

Fisher & Ludlow Div Of Harris Steel Ltd.

$65 - $95/hr

Create Alert Financial Planning and Analysis Business Analyst Welcome to Nucor, where our unique ... Assist in preparing Investor Relations and other teams for quarterly earnings releases and ...

New

Socotra, Inc.

$150 - $175/hr

About the Role This role will report to the Director of FP&A, with direct lines of communication to ... Claude, Copilot, python-based assistants) to enhance financial analysis, scenario modeling, and ...

GT Independence, LLC

$75 - $95/hr

Head of Finance or FP&A Manager Salary Range: $75,000 to $95,000 About GT Independence GT ... process documentation. * Assist with enhancements to ERP, planning, reporting, and business ...

Canadian Imperial Bank of Commerce

$95 - $115/hr

... SME). Assist with the creation of quarterly earnings memos and review competitor results to ... Forecasting and Planning - Monitor ongoing business activities for impacts to planning and ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Kentucky

Assistant Financial Planner information

See Kentucky salary details

$30.8K

$52.6K

$90.8K

How much do assistant financial planner jobs pay per year?

As of Aug 23, 2026, the average yearly pay for assistant financial planner in Kentucky is $52,647.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $59,500.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Kentucky?

The most popular types of Financial Planner jobs in Kentucky are:

What cities in Kentucky are hiring for Assistant Financial Planner jobs?

Cities in Kentucky with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,647 per year, or $25.3 per hour.

Administrative Assistant

Thrivent Financial

Louisville, KY • On-site

$18 - $20/hr

Other

PTO

Posted 16 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary
This position provides administrative support to Liz Trotter. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Liz Trotter.
This is a full-time in person position. Compensation $18-20/hr. PTO and Holiday are the only benefits provided.
Job Description
Position Roles/Responsibilities/Accountabilities
  • Handles incoming telephone calls to and responds to requests for information
  • Performs routine administrative duties such as maintaining office supplies and processing mail
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
  • Supports projects, administration of various programs, and processing functions as needed
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
  • Update the contact management system with client/member contact and preference information
  • Unlicensed Investment Operations support
  • Assist Financial Advisors in the preparation and follow up for the client/member meetings
  • Event planning and Social Media marketing
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Completes other miscellaneous tasks as assigned
Position Qualifications
  • Previous administrative/secretarial experience desired
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of our products and services, and Thrivent Financial
Competencies
  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility
External/Internal Dependencies
  • Must be able to work with all roles of the practice
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Liz Trotter's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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