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Wealth Advisory Associate Jobs in Kentucky (NOW HIRING)

Choreo

Wealth Advisor

Louisville, KY

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

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 ...

Carson Group

Wealth Advisor- Covington, KY

Covington, KY · On-site

... advisory services and support to current clients at the highest level. This individual will have ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...

Mariner

Intern, Tax - Louisville, KY

Louisville, KY · On-site

... training sessions, associate meetings, and professional development opportunities to build ... wealth advisory teams to gain exposure to integrated tax and financial planning concepts and ...

Ceritypartners

Seasonal Tax Associate

Louisville, KY · Hybrid

$22/hr

... investment advisory. Benefits & Perks: We are proud of our unique approach to public accounting ... Hands-on training to build and strengthen wealth management and financial planning skills.

Cerity Partners

Seasonal Tax Associate

Louisville, KY · On-site

$22/hr

... investment advisory. Benefits & Perks: We are proud of our unique approach to public accounting ... Hands-on training to build and strengthen wealth management and financial planning skills.

All JobsWealth Advisory Associate JobsWealth Advisory Associate Jobs in Kentucky

Wealth Advisory Associate information

See Kentucky salary details

$22.9K

$77K

$135.8K

How much do wealth advisory associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for wealth advisory associate in Kentucky is $76,976.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,795.00 and $92,859.00 per year, depending on experience, location, and employer.

What is a wealth advisory associate?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

What are some typical career advancement paths for a wealth advisory associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

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

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.

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

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

What are popular job titles related to Wealth Advisory Associate jobs in Kentucky?

For Wealth Advisory Associate jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Wealth Advisory Associate jobs in Kentucky look for?

The top searched job categories for Wealth Advisory Associate jobs in Kentucky are:

What cities in Kentucky are hiring for Wealth Advisory Associate jobs?

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Wealth Advisory Associate jobs near you

Wealth Advisor

Choreo

Louisville, KY

Full-time

Posted 19 days ago

Job description

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.

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