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Wealth Advisor Associate 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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Deloitte

Tax Senior - Private Wealth

Louisville, KY · On-site

$78K - $97K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Kentucky

Wealth Advisor Associate information

See Kentucky salary details

$33.4K

$58.3K

$97.7K

How much do wealth advisor associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for wealth advisor associate 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 are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
What are the most commonly searched types of Wealth Advisor jobs in Kentucky? The most popular types of Wealth Advisor jobs in Kentucky are:
What are popular job titles related to Wealth Advisor Associate jobs in Kentucky? For Wealth Advisor Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Kentucky look for? The top searched job categories for Wealth Advisor Associate jobs in Kentucky are:
What cities in Kentucky are hiring for Wealth Advisor Associate jobs? Cities in Kentucky with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate 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 $58,328 per year, or $28 per hour.

Wealth Advisor II

First Baptist Church of Alamance

Covington, KY • On-site

$74K - $100K/yr

Full-time

Re-posted 18 days ago

Job description

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 
If you are interested and qualified for this role, we invite you to apply.

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities

  • Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
  • Generates sales leads through cross-function collaboration, centers of influence and personal contacts
  • Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
  • Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
  • Coordinates unique portfolio requirements or client situations with FFB Investment Committee
  • Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
  • Utilization of financial planning to drive client retention and acquisition
  • Serves on the FFB Investment Committee as client advocate and strategy consultant
  • Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity
  • Relationship management experience with clients is required
  • Knowledge of investment solutions, risk management, asset allocation and program design
  • Demonstrated knowledge and use of financial planning software

Preferred Knowledge and Skills

  • Business development experience is a plus
  • Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
  • Experience in banking or financial services is preferred
  • Bachelor's degree in Business or other related field of study
  • CFA/CFP is preferred
  • Demonstrated commitment to professional development
  • Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope

    Degree of Independence and Decision-Making

      Required Supervisory Responsibilities

      • N/A

      Physical Requirements

      • Occasionally lifts and carries up to 20 lbs
      • Frequently lifts and carries up to 10 lbs
      • Frequently sits, stands and drives

      Compliance Statement

      The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

      Development and Training

      Pay Range:

      $74,000/year to $100,000/year

      Benefits

      We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

      Incentive Eligibility

      All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

      It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

      We are an E-Verify Employer.

      Apply