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Financial Planning Associate Jobs in Kentucky (NOW HIRING)

Ceritypartners

Tax Accountant Associate

Louisville, KY · On-site

$56K - $74K/yr

... Associate. In this role, you will assist in engaging, maintaining, and improving client ... financial planning topics. That is why we provide organized and pre-paid continuing education ...

Plumbers Supply Co

Inside Sales - HVAC

Louisville, KY · On-site

Counter Sales Associate -- Louisville, KY (HVAC Focus) Plumbers Supply Co. has been a trusted name ... Financial planning support through Cerity Partners If you know HVAC, work well under pressure, and ...

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Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for financial planning associate in Kentucky is $27.76, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $29.86 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
What are the most commonly searched types of Financial Planning jobs in Kentucky? The most popular types of Financial Planning jobs in Kentucky are:
What are popular job titles related to Financial Planning Associate jobs in Kentucky? For Financial Planning Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Kentucky look for? The top searched job categories for Financial Planning Associate jobs in Kentucky are:
What cities in Kentucky are hiring for Financial Planning Associate jobs? Cities in Kentucky with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,741 per year, or $27.8 per hour.

Chief Financial Officer-General Construction

Kimmel & Associates

Louisville, KY • On-site

$175K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 7 days ago

Job description

About the Company
Headquartered in Mobile, Alabama, our client is a privately held commercial general contractor with more than 30 years of success delivering complex construction projects throughout the Southeast
With approximately $70 million in annual revenue and a strategic plan to grow to $100 million over the next five years, the company has built an outstanding reputation for quality, integrity, and long-term client relationships. Its diverse portfolio includes commercial, industrial, institutional, healthcare, higher education, government, manufacturing, office, warehouse/distribution, and renovation/historic restoration projects ranging from $300,000 to more than $21 million.
Known for its hands-on leadership, collaborative culture, and commitment to operational excellence, the company is seeking a strategic financial executive to help guide the next chapter of the company's growth.
About the Position
The company is seeking an experienced Chief Financial Officer (CFO) to serve as a key member of the executive leadership team in Mobile, AL. Reporting directly to the President, this individual will provide the financial vision, operational insight, and strategic leadership necessary to support the company's continued expansion.
The CFO will oversee all aspects of the organization's financial operations while serving as a trusted advisor to ownership and executive leadership. This role requires a construction finance professional who understands the complexities of general contracting and can translate financial data into strategic business decisions.
Key Responsibilities
  • Lead all accounting, finance, and financial reporting functions for the organization.
  • Oversee budgeting, forecasting, cash flow management, and long-range financial planning.
  • Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial performance analysis.
  • Direct banking relationships, bonding capacity, insurance programs, audits, and tax coordination.
  • Develop financial strategies that support sustainable growth and operational excellence.
  • Partner with executive leadership to improve profitability, operational performance, and business planning.
  • Monitor key financial metrics and provide actionable recommendations to executive leadership.
  • Strengthen internal controls, financial processes, and reporting capabilities.
  • Lead, mentor, and develop the accounting and finance team while fostering a culture of accountability and continuous improvement.
  • Support strategic initiatives, capital planning, and long-term business objectives.

Requirements
  • 10+ years of progressive financial leadership experience within the commercial construction industry.
  • Experience serving as a Chief Financial Officer, Vice President of Finance, Controller, or equivalent executive finance leader for a General Contractor.
  • Comprehensive knowledge of:
    • Construction accounting
    • Work-in-Progress (WIP) reporting
    • Percentage-of-completion accounting
    • Job costing
    • Cash flow management
    • Budgeting and forecasting
  • Experience managing banking relationships, bonding programs, insurance, external audits, and financial compliance.
  • Demonstrated ability to partner with executive leadership on strategic planning, profitability improvement, and organizational growth.
  • Strong leadership, communication, and team development skills.
  • Experience with construction ERP systems such as Sage, Viewpoint/Vista, Foundations, or similar platforms.
  • CPA designation preferred, but not required.
  • Bachelor's degree in Accounting, Finance, Business, or a related field.

Benefits
  • Base Salary: $175,000-$225,000
  • Performance-based bonus
  • Profit-sharing opportunity
  • Auto allowance
  • Comprehensive medical, dental, and vision insurance
  • 401(k) retirement plan
  • Strong executive benefits package
  • Long-term career opportunity with a financially stable and growing organization
Kimmel & Associates logo

About Kimmel & Associates

Sourced by ZipRecruiter

Kimmel & Associates, based in Asheville, NC, US, is recognized as the premier leader in the executive search and recruitment industry. The company, in operation since 1981, serves numerous industries including construction, supply chain, waste, and recycling, specialty contractors, and private equity. Utilizing their exceptional knowledge and robust industry connections, they assist clients by filling crucial executive and managerial roles that directly impact business performance and growth. The company is guided by a strong corporate philosophy centered on respect, listening, humility, and continuous improvement. Their mission is to foster enduring relationships and to help industries thrive by connecting the brightest talent with superior companies.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Asheville, NC, US

Year founded

1981

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