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Wealth Advisor Associate Jobs in Kentucky (NOW HIRING)

Ceritypartners

Seasonal Tax Associate

Louisville, KY · Hybrid

$22/hr

Shadow and assist Financial Advisors with preparation of financial documents and performance ... Hands-on training to build and strengthen wealth management and financial planning skills.

Cerity Partners

Seasonal Tax Associate

Louisville, KY · On-site

$22/hr

Shadow and assist Financial Advisors with preparation of financial documents and performance ... Hands-on training to build and strengthen wealth management and financial planning skills.

Carson Group

Operations Support Associate

Covington, KY · On-site

$52K - $60K/yr

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership ...

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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:

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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.

Investment Solutions Branch Consultant

Robert W Baird & Co

Louisville, KY • On-site

Full-time

Posted 15 days ago

Job description

About the Role:
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity and insured solutions' platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Advanced Planning and Relationship Management. The Investment Solutions Branch Consultant is responsible for partnering with Financial Advisors, Branch Associates and other key associates in the Wealth Centers and the Wealth Solutions Group to help optimize Investment Consulting practices within the branch network while maintaining a broader strategic lens on sustainably growing the PWM business.


As an Investment Solutions Branch Consultant, you will actively collaborate within Baird's Wealth Centers to bridge any gaps between Business Development, Financial Planning and Technical/Branch Productivity to Investment Solutions. In turn, the Branch Consultant should expect to partner closely with the Investment Solutions & PWM Research teams to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment solutions available for the Branch Network. You will join a collaborative team that supports professional development and flexibility while fostering a culture that values diverse perspectives, teamwork and partnership. This role also offers the opportunity to work with a variety of teams and leaders across the organization, helping you build broad business knowledge while developing your adaptability and leadership skills.


The Impact You'll Make:

  • Partner with Financial Advisors, Branch Associates and other key associates in the Wealth Centers and the Wealth Solutions Group in an effort to help optimize Advisors' Investment Consulting practices
  • Become a key resource within the Wealth Centers by integrating Investment Consulting best practices within the group
  • Help Financial Advisors analyze their business models, identify gaps and develop implementation strategies for the Branch Network
  • Partner closely with the Investment Solutions team to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment and cash flow solutions available for the Branch Network
  • Help Advisors transitioning to Baird understand the Investment Solutions available across the platform and how to ideally utilize them in their book of business
  • Develop training and workshop ideas for Financial Advisors and Corporate Events while service as a resource for Trainees and Foundations Associates
  • Collaborate closely with Investment Solutions & PWM-Research on portfolio strategy ideas and sample plans for the Branch Network
  • Work with Baird's Marketing & Communication team to promote success stories

What You'll Bring to Baird:

  • Bachelor's degree required or equivalent combination of education and relevant experience
  • 5 years of relevant experience
  • Ability to complete the SIE, Series 7/66 licensing in first eighteen months if not already obtained
  • Ability to travel 25-50% of time to Baird branches and/or industry meetings
  • Ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, ValueOne, Envestnet, etc.)
  • Exceptional client service skills including both written and verbal
  • Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
  • History of delivering consistent, high-quality performance
  • Strong organizational skills - ability to prioritize and manage multiple tasks simultaneously
  • Ability to act as a team player, assisting others in the department when necessary, is mandatory
  • Possesses a high attention to detail
  • Strong analytical skills

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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