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Associate Wealth Management Advisor Jobs in Kentucky

Focus Partners Wealth

$145 - $165/hr

The Manager, Advisory Leadership Team, leads and develops Associate Wealth Advisors (AWAs) while driving execution of key business strategies and ensuring alignment with Focus Partners Wealth ...

Professions Inc

Private Wealth Advisor

Louisville, KY · Hybrid

As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...

Tiger Analytics

$140 - $200/hr

Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions. * Subject Matter Expertise: Serve as a hands-on technical expert for ...

Choreo

Wealth Advisor

Louisville, KY

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...

Choreo

Wealth Advisor

Louisville, KY · On-site

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

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 ...

Choreo

Wealth Advisor

Louisville, KY

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership. CPA ...

Professions Inc

Private Wealth Advisor

Lexington, KY

In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined ...

Choreo

Director, Wealth Advisor

Louisville, KY

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 ...

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All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Kentucky

Associate Wealth Management Advisor information

See Kentucky salary details

$33.4K

$58.3K

$97.7K

How much do associate wealth management advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for associate wealth management advisor in Kentucky is $58,328.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,700.00 and $71,700.00 per year, depending on experience, location, and employer.

What does an associate wealth management advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.

What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

How much does an associate wealth management advisor make?

An associate wealth management advisor typically earns between $50,000 and $70,000 annually, with potential for bonuses and commissions based on client performance. Entry-level positions may start lower, while experienced advisors with certifications like the CFP can earn higher salaries. Compensation often includes base salary, incentives, and benefits, depending on the firm and location.

What cities in Kentucky are hiring for Associate Wealth Management Advisor jobs?

Cities in Kentucky with the most Associate Wealth Management Advisor job openings:

Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor 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 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $58,328 per year, or $28 per hour.

Wealth Management Advisor I

Park National Bank

Louisville, KY • Hybrid

Full-time

Posted 19 days ago

Park National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

131st of 171 rated banks

Job description

RESPONSIBILITIES - #Ll-Hybrid

  • Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc.
  • Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
  • Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
  • Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
  • Respond in a timely manner to trust related and banking issues
  • Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
  • Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
  • Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards
  • Other duties as assigned

COMPETENCIES

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Organizational Skills/Detail Oriented
  • Able to Multi-Task or Juggle Priorities
  • Ability to build collaborative relationships
  • Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor’s degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. 

A flexible work arrangement may be available for this position. The position will require some scheduled onsite hours, candidate must live within 50 miles of Louisville, KY. Please speak to the hiring manager for more information. 

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