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Associate Advisor Jobs in Kentucky (NOW HIRING)

Choreo

Associate Director, 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 ...

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TIAA

Financial Planning Advisor-Lexington, KY

Lexington, KY · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Walker Automotive,Inc

Service Advisor

Hopkinsville, KY

$60K - $120K/yr

Position: Automotive Client Advisor (Elite Service Advisor) Company: Walker Automotive Inc ... Experience: 3-5 years in high-level service advisory/sales OR an Associate's Degree with proven ...

Walker Automotive,Inc

Service Advisor

Elkton, KY

$60K - $120K/yr

Position: Automotive Client Advisor (Elite Service Advisor) Company: Walker Automotive Inc ... Experience: 3-5 years in high-level service advisory/sales OR an Associate's Degree with proven ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Kentucky

Associate Advisor information

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How much do associate advisor jobs pay per hour?

As of Aug 12, 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 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 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 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 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, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,850 per year, or $22.5 per hour.

Associate Director, Wealth Advisor

Choreo

Louisville, KY

Full-time

Posted 21 hours ago

Posted today

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Opening Summary:

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 local centers of influence. This person will partner with senior leaders and advisors to develop a proactive pipeline, convert qualified opportunities into client relationships, and deliver high-quality planning conversations. The role is designed for someone with 3-7 years of experience who has strong client instincts, commercial drive, and the potential to grow into a market leadership role over time.

Primary Responsibilities:Client Acquisition & Pipeline Development:
  • Build and maintain a developing pipeline of qualified client opportunities, with coaching and support from senior leadership.
  • Source opportunities through CPA partners, referral networks, local relationships, and firm-led growth initiatives.
  • Support opportunities from introduction through proposal, close, and onboarding.
  • Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership.
CPA Partner Activation:
  • Develop productive working relationships with CPA partner firms and their client-facing professionals.
  • Help translate CPA relationships into qualified referrals through consistent follow-up and clear value messaging.
  • Support partner education, meeting preparation, and referral opportunity tracking.
  • Represent Choreo as a responsive, credible, and collaborative partner.
Client Engagement & Conversion Support:
  • Lead or co-lead discovery conversations with prospective clients and families.
  • Identify planning needs, client priorities, and decision drivers across wealth, tax, estate, and investment topics.
  • Prepare for and participate in proposal conversations with appropriate senior advisor involvement.
  • Support a smooth transition from prospect to client onboarding.
Integrated Solution Delivery:
  • Coordinate with planning, investment, tax, and estate specialists to help shape cohesive client recommendations.
  • Translate technical resources into clear, client-ready insights and next steps.
  • Ensure follow-through across internal teams so client and referral partner expectations are met.
Market Development:
  • Build visibility in the Louisville market through targeted networking, professional associations, and COI relationships.
  • Support local brand-building activity, partner events, and community engagement.
  • Identify emerging market opportunities and share feedback that can improve Choreo's growth playbook.
Basic Qualifications:
  • Bachelor's degree required.
  • 3-7 years of experience in wealth management, financial planning, investment advisory, private banking, or a related client-facing financial services role.
  • Series 65 licensed
  • Demonstrated ability to build relationships, manage follow-up, and advance client or referral opportunities.
  • Working knowledge of financial planning concepts and high-net-worth client needs.
  • Strong communication skills, commercial judgment, and comfort engaging with referral partners and prospective clients.
  • CRM experience and strong follow-through discipline.
Preferred Skills:
  • Experience working with CPAs, attorneys, professional services firms, or other centers of influence preferred.
  • Existing TBD network or demonstrated ability to build one is preferred.
  • Experience supporting high-net-worth clients or business owners is a plus.
  • Entrepreneurial mindset, coachability, and desire to grow into broader advisor or market leadership responsibility.

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.