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Wealth Management Associate Jobs in Prospect, KY

DataAnnotation

M&A Associate - AI Trainer

Louisville, KY · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth management associate in Prospect, KY is $18.20, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.94 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 Prospect, KY? The most popular types of Wealth Management jobs in Prospect, KY are:
What cities near Prospect, KY are hiring for Wealth Management Associate jobs? Cities near Prospect, KY with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you

Trust Client Services Associate

Bro Squad Racing

Louisville, KY • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

Trust Client Services Associate

Stock Yards Bancorp, Inc., parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.

Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.

Supports all functions that maintain compliance with regulatory agencies.

Effectively communicate with internal and external clients, verbally and in writing.

Draft client communications with guidance from Advisor.

Prepare presentations for existing clients.

Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor.

Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.

Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor.

Maintain service standard activities, COI activities, and other required calling activities.

Provide office coverage and support in emergency situations.

Perform other duties as assigned.

Office setting requiring sitting and standing.

High School Diploma or GED Equivalent; BA/BS preferred.

Proficient computer application skills in word processing and spreadsheets (Word, Excel).

Self-motivated and dependable.

Ability to learn trust system and new technology.

Independent decision making ability within limits set by the Wealth Management & Trust Department.

Professional communication skills, both written and verbal, with all levels of personnel and clients.

Professional grammar, spelling and business writing skills.

Ability to develop and implement problem solving skills.

Ability to prioritize and organize work.

Ability to function independently in a multi-task environment, as well as part of a team.

Ability to maintain confidentiality.

Must be detail oriented.

Professional appearance and demeanor.

Knowledge of investment, fiduciary, and estate planning concepts is a plus.

Work experience in a trust department or related field is a plus.

This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

Benefits:

401(K) with a company match of up to 6%.

ESOP employer match.

Medical insurance.

Dental insurance.

Vision insurance.

Cancer/Disease insurance.

Accident insurance.

Flexible Spending Accounts.

Flexible Savings Accounts.

Health Savings Accounts.

Bank paid Life/AD&D insurance.

Voluntary Life/AD&D insurance.

Bank paid Short-Term and Long-Term Disability insurance.

Employee Stock Purchase Plan.

Employee Assistance Program.

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