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Cfp Cfa Jobs in Kentucky (NOW HIRING)

Choreo

Director, Wealth Advisor

Louisville, KY

CFP, CFA, CPA preferred. * Existing Louisville network is strongly preferred. * Experience scaling a market. * Strong HNW client experience. Employee Benefits At Choreo, we provide a holistic, total ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

CFP, CFA, CPA preferred. * Existing Louisville network is strongly preferred. * Experience scaling a market. * Strong HNW client experience. Employee Benefits At Choreo, we provide a holistic, total ...

Professions Inc

Private Wealth Advisor

Louisville, KY · Hybrid

Professional designations, such as CFA or CFP, are highly preferred. Also helpful is National Mortgage Licensing System (NMLS) registration. * Established local network of clients with strong ...

Focus Partners Wealth

$120 - $130/hr

CFP or CFA designation highly preferred* 5-7+ years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment* Fluency in planning and/or ...

Deloitte

Tax Manager - Private Wealth

Louisville, KY

$106K - $139K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, MAcc, JD, or LLM * Prior Big 4 or large CPA firm experience * Strong verbal and written ...

Deloitte

Tax Senior - Private Wealth

Louisville, KY

$78K - $97K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, JD, or LLM * Prior Big 4 experience * Strong verbal and written communication skills ...

Deloitte

Tax Manager - Federal / Corporate Tax

Louisville, KY · On-site

$106K - $139K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree such as Masters of Tax, JD, and/or LLM * Solid understanding with accounting for income taxes in ...

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Cfp Cfa information

What is a CFP or CFA?

CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.

What are the key skills and qualifications needed to thrive as a CFP or CFA?

To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.

How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?

CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.

What is the difference between Cfp Cfa vs Financial Analyst?

AspectCfp Cfa
Required CertificationsCfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications
Work EnvironmentFinancial planning, investment management, and portfolio analysis
Employer & Industry UsageFinancial advisory firms, investment firms, banks, and wealth management companies
Common Search & ComparisonPeople often compare Cfp Cfa roles to understand financial planning vs investment analysis

While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.

What are popular job titles related to Cfp Cfa jobs in Kentucky?

For Cfp Cfa jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Cfp Cfa jobs in Kentucky look for?

The top searched job categories for Cfp Cfa jobs in Kentucky are:

Cfp Cfa jobs near you
Infographic showing various Cfp Cfa job openings in Kentucky as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, 1% Temporary, and 1% Contract. Highlights an 78% Physical, 11% Hybrid, and 11% Remote job distribution.

Director, Wealth Advisor

Choreo

Louisville, KY

$20.25 - $27/hr

Full-time

Re-posted 12 hours ago

Job description

Opening Summary: 

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Louisville market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development-from building a proactive pipeline to converting opportunities into long-term client relationships-while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes. 

Primary Responsibilities:  

Client Acquisition & Pipeline Development:  

  • Build and maintain a consistent pipeline of high-value client opportunities;  
  • Source opportunities through CPA partners, networks, and referrals;
  • Drive opportunities from introduction to close;
  • Maintain CRM discipline. 

CPA Partner Activation:  

  • Develop relationships with CPA partner firms;
  • Translate relationships into referrals;
  • Establish consistent engagement cadence;
  • Position Choreo as a strategic partner. 

Client Leadership & Conversion:  

  • Lead high-conviction conversations;
  • Diagnose complex needs;
  • Deliver wealth strategies;
  • Close and onboard new clients. 

Integrated Solution Delivery:  

  • Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations. 

Market Development:  

  • Establish presence in Louisville;
  • Build COI relationships;
  • Expand local brand visibility. 

Basic Qualifications: 

  • Bachelor's degree required.
  • 10+ years of experience in wealth management or advisory.
  • Proven ability to originate and close business.
  • Experience with CPA or professional services networks.
  • Strong financial planning expertise.
  • CRM experience. 

Preferred Skills: 

  • CFP, CFA, CPA preferred.
  • Existing Louisville network is strongly preferred.
  • Experience scaling a market.
  • Strong HNW client experience. 

Apply