ZipRecruiter

Log In

2

Part Time Wealth Management Jobs in Kentucky (NOW HIRING)

PNC

Sales Assistant - PNC Wealth Management

Louisville, KY · On-site

$18 - $23.50/hr

As a Sales Assistant within PNC's Wealth Management organization, you will be based at a PNC ... To learn more about these and other programs, including benefits for full time and part-time ...

Ceritypartners

Seasonal Tax Associate

Louisville, KY · Hybrid

$22/hr

This role is also ideal for someone looking for a part-time seasonal position in the financial ... Hands-on training to build and strengthen wealth management and financial planning skills.

Cerity Partners

Seasonal Tax Associate

Louisville, KY · On-site

$22/hr

This role is also ideal for someone looking for a part-time seasonal position in the financial ... Hands-on training to build and strengthen wealth management and financial planning skills.

Dollartree

PT OPS Manager

Shepherdsville, KY · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

New

Dollartree

Assistant Manager I

Lawrenceburg, KY · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Nicholasville, KY · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Oak Grove, KY · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

next page

Showing results 1-20

All JobsWealth Management JobsPart Time Wealth Management JobsPart Time Wealth Management Jobs in Kentucky

Part Time Wealth Management information

See Kentucky salary details

$65.1K

$84.9K

$101.6K

How much do part time wealth management jobs pay per year?

As of Aug 26, 2026, the average yearly pay for part time wealth management in Kentucky is $84,878.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $94,700.00 per year, depending on experience, location, and employer.

What is part-time wealth management?

Part-time wealth management refers to working in the financial advisory and planning sector on a part-time basis, rather than full-time. Professionals in this role help clients manage their assets, plan for retirement, and achieve financial goals, but may work reduced hours or fewer days per week. This arrangement can suit individuals seeking work-life balance or those transitioning into or out of full-time roles. Key responsibilities may include portfolio reviews, investment advice, and client meetings, all tailored to fit a part-time schedule.

What are the typical responsibilities and team dynamics for a part-time wealth management role?

In a part-time wealth management position, you can expect to assist with client portfolio reviews, prepare financial reports, and support senior advisors with client communications. You’ll often collaborate closely with other advisors, analysts, and administrative staff to ensure clients’ needs are met efficiently. While your hours may be limited, strong communication and organizational skills are vital, as you’ll be responsible for managing multiple tasks and ensuring accuracy in financial documentation. The fast-paced environment offers valuable exposure to financial planning and can serve as a stepping stone for full-time advancement within the firm.

What are the key skills and qualifications needed to thrive as a part-time wealth management professional?

To excel in part-time wealth management, you need a solid understanding of financial planning, investment strategies, and relevant regulations, often supported by a finance degree or professional certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is typically required. Exceptional interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly help build client trust and loyalty. These competencies are crucial for effectively managing client assets, ensuring compliance, and fostering long-term relationships in a competitive industry.

What is the difference between Part Time Wealth Management vs Part Time Financial Advisor?

AspectPart Time Wealth ManagementPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or Series 7/66
Work EnvironmentFinancial firms, banks, or independentFinancial firms, banks, or independent
Industry UsageCommon in wealth management firms and private banksUsed across financial planning and advisory firms
Search IntentSeeking part-time roles in wealth managementLooking for part-time financial advisory positions

Part Time Wealth Management and Part Time Financial Advisor roles often overlap in credentials and work environment. Both involve providing financial guidance, typically require similar certifications, and are found in similar settings. The main difference lies in the focus: wealth management emphasizes managing high-net-worth clients' assets, while financial advising covers broader financial planning services. Understanding these distinctions helps job seekers target the right roles in the financial industry.

How many hours a week is part time wealth management?

Part-time wealth management roles typically require working fewer than 30 hours per week, often around 20 hours or less, depending on the employer and specific position. These roles may involve flexible schedules and may require certifications such as the Series 7 or 66, but hours are generally less than full-time positions which usually involve 35-40 hours weekly.

Is it hard to get a job in part time wealth management?

Part time wealth management roles can be competitive and often require relevant financial knowledge, customer service skills, and sometimes certifications like the Series 7 or 66. Success depends on experience, networking, and demonstrating strong interpersonal and analytical abilities, but entry-level positions may be more accessible for those with related backgrounds.

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

The most popular types of Wealth Management jobs in Kentucky are:

What are popular job titles related to Part Time Wealth Management jobs in Kentucky?

For Part Time Wealth Management jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Part Time Wealth Management jobs in Kentucky look for?

The top searched job categories for Part Time Wealth Management jobs in Kentucky are:

What cities in Kentucky are hiring for Part Time Wealth Management jobs?

Cities in Kentucky with the most Part Time Wealth Management job openings:

Part Time Wealth Management jobs near you
Infographic showing various Part Time Wealth Management job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 10% Part Time, 7% Temporary, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $84,878 per year, or $40.8 per hour.

Senior Wealth Management & Trust Advisor

Bank of the Bluegrass and Trust Co

Lexington, KY • On-site

Full-time, Part-time

Re-posted 29 days ago

Job description

Job Title: Senior Wealth Management & Trust Advisor Job Code: 802
FLSA Status: X_ Exempt Non-Exempt Part-Time X Full-Time
EEO Job Category: 1B Reports to: Director of Wealth Mgmt.
Job Grade: 24 Revision Date: 2026
Supervisory Responsibility: No
General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives. Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services.
Essential Duties & Tasks:
• Seek new business opportunities to help grow the Wealth Management Department's portfolio of clients.
• Perform as investment agent or trustee or personal representative on behalf of existing and new clients.
• Maintain existing Wealth Management Relationships by performing tasks required within the scope of that relationship.
• Prospect and develop client relationships for new and additional business among existing and new account Wealth Management opportunities.
• Maintain and foster communications with customers and employees.
• Administering Wealth Management accounts, reviewing investments, placing trades, and making distributions.
• Prepare and gather documentation and reports for various committees
• Performance of related clerical account administrative duties while maintaining compliance.
• Maintain ongoing education to maintain certifications.
• Research, develop and schedule sales calling schedule while searching for new business opportunities.
• Ensuring compliance in BSA, OFCA, Privacy, Information Security, and all other regulations as applicable to the position. Failure to ensure compliance can result in Civil and Criminal Penalties, as well as corrective actions up to and including termination.
• Staying knowledgeable on the bank's products and services and looking for opportunities to make recommendations to customers based on need.
• Fostering the spirit of teamwork in supporting the bank's goals and mission statement.
• Attend weekly relationship manager meetings.
• Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
• Actively participates within professional and community organizations.
• Actively networks and effectively builds relationships internally and externally of the Bank.
• Additional duties as assigned.
Requirements
Minimum Knowledge, Skills and Abilities:
• Bachelor's degree required.
• Graduate degree (JD, MBA) preferred.
• Professional designee (CTFA or similar)
• 5 + years of demonstrated fiduciary client service/sales.
• Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters
Physical & Mental Factors/Requirements:
  • Hearing, seeing, sitting for long periods, standing, operating a computer.
  • Manual dexterity to execute trust and bank documents and files.
  • Ability to stay focused and multi-task.
  • Ability to meet the pressure of deadlines.
  • Ability to communicate on the telephone, write, speak, read, hear and type.
  • Ability to work with little direct supervision.
  • Ability to perform manual tasks.
  • May be required to sit for extended periods of time, paying attention to detail.
  • Requires occasional bending, reaching and stretching.

Working Environment:
• Professional Office Environment. • Some Business Travel is required
EOE/M/F/Vet/Dis

Apply