ZipRecruiter

Log In

1

Wealth Planning Associate Jobs in Kentucky (NOW HIRING)

Choreo

Associate Director, Wealth Advisor

Louisville, KY

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Identify planning needs, client priorities, and decision drivers across wealth, tax, estate, and ...

Posted today

Choreo

Associate Director, Wealth Advisor

Louisville, KY · On-site

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Identify planning needs, client priorities, and decision drivers across wealth, tax, estate, and ...

New

Deloitte

Tax Senior - Private Wealth

Louisville, KY · On-site

$78K - $97K/yr

We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business ...

Baird

Branch Administrative Manager

Lexington, KY · On-site

... wealth planning, etc.). * Work in partnership with the Market Director and/or Branch Manager to ... Guide associates through ongoing performance management which includes goal setting, performance ...

next page

Showing results 1-20

All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Kentucky

Wealth Planning Associate information

See Kentucky salary details

$33.4K

$68K

$93.8K

How much do wealth planning associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for wealth planning associate in Kentucky is $67,991.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,600.00 and $79,500.00 per year, depending on experience, location, and employer.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

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

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

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

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Kentucky? For Wealth Planning Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Wealth Planning Associate jobs in Kentucky look for? The top searched job categories for Wealth Planning Associate jobs in Kentucky are:
Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $67,991 per year, or $32.7 per hour.

Wealth Advisor II

First Baptist Church of Alamance

Covington, KY • On-site

$74K - $100K/yr

Full-time

Re-posted 18 days ago

Job description

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 
If you are interested and qualified for this role, we invite you to apply.

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities

  • Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
  • Generates sales leads through cross-function collaboration, centers of influence and personal contacts
  • Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
  • Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
  • Coordinates unique portfolio requirements or client situations with FFB Investment Committee
  • Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
  • Utilization of financial planning to drive client retention and acquisition
  • Serves on the FFB Investment Committee as client advocate and strategy consultant
  • Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity
  • Relationship management experience with clients is required
  • Knowledge of investment solutions, risk management, asset allocation and program design
  • Demonstrated knowledge and use of financial planning software

Preferred Knowledge and Skills

  • Business development experience is a plus
  • Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
  • Experience in banking or financial services is preferred
  • Bachelor's degree in Business or other related field of study
  • CFA/CFP is preferred
  • Demonstrated commitment to professional development
  • Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope

    Degree of Independence and Decision-Making

      Required Supervisory Responsibilities

      • N/A

      Physical Requirements

      • Occasionally lifts and carries up to 20 lbs
      • Frequently lifts and carries up to 10 lbs
      • Frequently sits, stands and drives

      Compliance Statement

      The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

      Development and Training

      Pay Range:

      $74,000/year to $100,000/year

      Benefits

      We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

      Incentive Eligibility

      All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

      It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

      We are an E-Verify Employer.

      Apply