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Wealth Advisor Associate Jobs in Kentucky (NOW HIRING)

Choreo

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 ...

Choreo

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 ...

Baird

CRT Advisor Associate

Louisville, KY · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable ... Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic ...

Robert W Baird & Co

CRT Advisor Associate

Louisville, KY · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable ... Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic ...

Choreo

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 ...

UBS

Senior Registered Client Associate

Louisville, KY · On-site

Registered Client Associate to: • Educate clients on account services and capabilities • Assist ... We have four private wealth advisors and 7 client engagement team members, and are looking for a ...

Deloitte

Tax Senior - Private Wealth

Louisville, KY · On-site

$78K - $97K/yr

Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP ... If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ...

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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 Sep 2, 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 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 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 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 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 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, 69% Full Time, 22% Part Time, 7% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $58,328 per year, or $28 per hour.

Wealth Advisor

Choreo

Louisville, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

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 financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Opening Summary:

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 local centers of influence. This person will partner with senior leaders and advisors to develop a proactive pipeline, convert qualified opportunities into client relationships, and deliver high-quality planning conversations. The role is designed for someone with 3-7 years of experience who has strong client instincts, commercial drive, and the potential to grow into a market leadership role over time.

Primary Responsibilities:Client Acquisition & Pipeline Development:
  • Build and maintain a developing pipeline of qualified client opportunities, with coaching and support from senior leadership.
  • Source opportunities through CPA partners, referral networks, local relationships, and firm-led growth initiatives.
  • Support opportunities from introduction through proposal, close, and onboarding.
  • Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership.
CPA Partner Activation:
  • Develop productive working relationships with CPA partner firms and their client-facing professionals.
  • Help translate CPA relationships into qualified referrals through consistent follow-up and clear value messaging.
  • Support partner education, meeting preparation, and referral opportunity tracking.
  • Represent Choreo as a responsive, credible, and collaborative partner.
Client Engagement & Conversion Support:
  • Lead or co-lead discovery conversations with prospective clients and families.
  • Identify planning needs, client priorities, and decision drivers across wealth, tax, estate, and investment topics.
  • Prepare for and participate in proposal conversations with appropriate senior advisor involvement.
  • Support a smooth transition from prospect to client onboarding.
Integrated Solution Delivery:
  • Coordinate with planning, investment, tax, and estate specialists to help shape cohesive client recommendations.
  • Translate technical resources into clear, client-ready insights and next steps.
  • Ensure follow-through across internal teams so client and referral partner expectations are met.
Market Development:
  • Build visibility in the Louisville market through targeted networking, professional associations, and COI relationships.
  • Support local brand-building activity, partner events, and community engagement.
  • Identify emerging market opportunities and share feedback that can improve Choreo's growth playbook.
Basic Qualifications:
  • Bachelor's degree required.
  • 3-7 years of experience in wealth management, financial planning, investment advisory, private banking, or a related client-facing financial services role.
  • Series 65 licensed
  • Demonstrated ability to build relationships, manage follow-up, and advance client or referral opportunities.
  • Working knowledge of financial planning concepts and high-net-worth client needs.
  • Strong communication skills, commercial judgment, and comfort engaging with referral partners and prospective clients.
  • CRM experience and strong follow-through discipline.
Preferred Skills:
  • Experience working with CPAs, attorneys, professional services firms, or other centers of influence preferred.
  • Existing TBD network or demonstrated ability to build one is preferred.
  • Experience supporting high-net-worth clients or business owners is a plus.
  • Entrepreneurial mindset, coachability, and desire to grow into broader advisor or market leadership responsibility.

Employee Benefits 

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: 

  • Competitive salary and bonus plan 
  • Competitive medical, dental, and vision plans 
  • Basic life and disability coverage 
  • 401(k) matching program 
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave 

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. 

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