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Wealth Management Associate Jobs in Kentucky (NOW HIRING)

Financial Planning Advisor-Lexington, KY

Lexington, KY ยท On-site

$84K - $110K/yr

  • Medical

  • Life

  • Retirement

Seeks advice and guidance from more senior Wealth Management Advisors when faced with issues that ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Financial Planning Advisor-Lexington, KY

Lexington, KY ยท On-site

$84K - $110K/yr

  • Medical

  • Life

  • Retirement

Seeks advice and guidance from more senior Wealth Management Advisors when faced with issues that ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Trust Client Services Associate

Louisville, KY ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Trust Client Services Associate Stock Yards Bancorp, Inc., parent company of Stock Yards Bank ... Independent decision making ability within limits set by the Wealth Management & Trust Department.

Showing results 21-40

Wealth Management Associate information

See Kentucky salary details

$9

$17

$28

How much do wealth management associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth management associate in Kentucky is $17.26, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $17.93 per hour, depending on experience, location, and employer.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a wealth management associate?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
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 cities in Kentucky are hiring for Wealth Management Associate jobs? Cities in Kentucky with the most Wealth Management Associate job openings:
Infographic showing various Wealth Management Associate job openings in Kentucky as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution, with an average salary of $35,893 per year, or $17.3 per hour.

Account Manager Associate I - Commercial Lines

HUB

Madisonville, KY โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Job description

ABOUT HUB INTERNATIONAL:

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

  • Competitive salaries and benefits offerings

    • Medical/dental/vision insurance and voluntary insurance options

    • Health Savings Account funding

    • 401k matching program

    • Company paid Life and Short-Term Disability Plans

    • Supplemental Life and Long-Term Disability Options

    • Comprehensive Wellness Program

    • Paid Parental Leave

    • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

  • Great work/life balance, because that's important for all of us!

  • Focus on creating a meaningful environment through employee engagement events

  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

  • Growth potential - HUB is constantly growing and so can your career!

  • A rewarding career that helps local businesses in the community

  • Strong community support and involvement through HUB Gives

SUMMARY:

We are looking for an energetic, client focused, and detail-oriented Account Manager Associate. If you are looking for a role that will allow you to grow your insurance knowledge as well your career in insurance, this is the position for you. The Account Manager Associate is responsible for assisting Account Executives and Account Managers with the servicing of tasks in accordance with the practices, policies, and procedures of the Company.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Prepares certificates of insurance and certificate holders updates as required

  • Orders and processes scheduled loss runs and on demand loss run requests

  • Processes direct bill and agency bill endorsements and audits

  • Provides quality customer service to clients, team members, and carriers

  • Prepares policy binders for delivery to clients

  • Maintains an accurate suspense system on all items that require a response

  • Input/maintain data on account management system and ancillary systems as required

  • Provide receptionist support, when needed

  • Other reasonable duties as assigned by your supervisor

REQUIREMENTS:

  • 1-2 years of insurance experience strongly preferred

  • Superior customer service and problem solving skills with the ability to work in a team environment

  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems

  • Must be a self-starter with excellent written and verbal English communications skills

  • Ability or adaptability to work in fast-paced, multi-tasking environment

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

  • High School Diploma or equivalent required; College Degree preferred

  • Willingness to obtain Property & Casualty License for required state/s.

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.