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Associate Advisor Jobs in Kentucky (NOW HIRING)

Baird

CRT Advisor Associate

Louisville, KY · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the ...

PNC

Associate Investment Advisor

Louisville, KY

As an Associate Investment Advisor (Investment Advisor I) within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture ...

PNC Bank

Associate Investment Advisor

Louisville, KY · On-site

As an Associate Investment Advisor (Investment Advisor I) within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture ...

Choreo

Wealth Advisor

Louisville, KY · On-site

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Louisville market through CPA partner channels, referrals, and ...

Camping World Holdings, Inc.

Service Advisor

Georgetown, KY · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Georgetown, KY

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Bowling Green, KY

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Kentucky

Associate Advisor information

See Kentucky salary details

$10

$22

$39

How much do associate advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate advisor in Kentucky is $22.52, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $25.87 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

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

The most popular types of Advisor jobs in Kentucky are:

What are popular job titles related to Associate Advisor jobs in Kentucky?

For Associate Advisor jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Kentucky look for?

The top searched job categories for Associate Advisor jobs in Kentucky are:

What cities in Kentucky are hiring for Associate Advisor jobs?

Cities in Kentucky with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $46,850 per year, or $22.5 per hour.

CRT Advisor Associate

Baird

Louisville, KY • On-site

Full-time

Posted 8 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication.
The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network.
The Impact You'll Make:
  • Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities
  • Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
  • Document, follow up, and support the closing of opportunities identified from the financial planning process
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Must have an undergraduate degree
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Minimum of two years of investment experience in a client facing role preferred
  • Excellent presentation skills, strong interpersonal and written communication skills
  • Proven self-starter, highly motivated, with the ability to work with a team
  • Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred

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