Wealth Advisor, Planning Strategist

Saling Wealth Advisors; Louisville (KY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive Compensation

Opportunity for Advancement

Paid Time Off

Observed Holidays

Employee Benefits including 401k

Job summary

Saling Wealth Advisors in Louisville, KY is seeking a Wealth Advisor, Planning Strategist to join our advisory team. You will partner with Relationship Managers to develop comprehensive financial planning strategies for clients, translating complex concepts into clear, actionable recommendations.

Ideal candidates are CFP-certified professionals with Series 65, at least 3 years of wealth planning experience, and strong collaboration skills.

Qualifications

• Bachelor’s degree from an accredited college or university.
• CFP® certification and Series 65 license.
• Minimum of 3 years of relevant financial planning or wealth management experience.
• Excellent written and verbal communication skills, strong attention to detail, and the ability to manage multiple priorities.

Responsibilities

• Develop comprehensive financial plans, analyses, scenarios, and actionable recommendations.
• Identify opportunities across retirement, tax, estate, charitable, risk management, investment, cash-flow, executive compensation, and business-owner planning.
• Participate in planning-focused client meetings alongside Relationship Managers.
• Prepare planning analyses, recommendation summaries, and supporting materials in advance of meetings.
• Explain financial planning concepts clearly and help ensure recommendations are documented and implemented.
• Serve as a technical planning resource for advisors and other team members.
• Contribute to improvements in planning processes, templates, tools, and firm standards.

Skills

Communication skills

Attention to detail

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

CRM systems

Portfolio management software

Job description

At Saling Wealth Advisors, we empower families to focus on what matters most. Through comprehensive, relationship-driven wealth management, we help clients navigate important financial decisions with clarity and confidence.

FAMILY: We care about our clients and one another.TEAM: We believe the best outcomes come through collaboration.PURPOSEFUL: We provide intentional planning and execution.PROGRESSIVE: We continuously learn, improve and embrace innovation.

Position Summary

The Wealth Advisor, Planning Strategist is a key member of our advisory team, partnering with Relationship Managers to develop and deliver comprehensive financial planning strategies. This role is ideal for an experienced CFP® professional who enjoys the technical and strategic side of planning, is intellectually curious, and can translate complex concepts into clear, actionable recommendations.

The Wealth Advisor, Planning Strategist participates actively in client relationships while serving as a technical planning resource for advisors and collaborating with clients’ CPAs, estate planning attorneys, insurance professionals, and other outside advisors.

Key Responsibilities

• Develop comprehensive financial plans, analyses, scenarios, and actionable recommendations.
• Identify opportunities across retirement, tax, estate, charitable, risk management, investment, cash-flow, executive compensation, and business-owner planning.
• Participate in planning-focused client meetings alongside Relationship Managers.
• Prepare planning analyses, recommendation summaries, and supporting materials in advance of meetings.
• Explain financial planning concepts clearly and help ensure recommendations are documented and implemented.
• Serve as a technical planning resource for advisors and other team members.
• Contribute to improvements in planning processes, templates, tools, and firm standards.

Qualifications

• Bachelor’s degree from an accredited college or university.
• CFP® certification and Series 65 license.
• Minimum of 3 years of relevant financial planning or wealth management experience, including developing comprehensive financial plans and working directly with clients.
• Strong working knowledge across the major disciplines of financial planning.
• Ability to analyze complex financial information and translate it into actionable recommendations.
• Excellent written and verbal communication skills, strong attention to detail, and the ability to manage multiple priorities.
• Proficiency with Microsoft Office and comfort using financial planning, CRM, portfolio management, and related wealth-management technology.

What We Offer

• Competitive Compensation
• Opportunity for Advancement
• Paid Time Off
• Observed Holidays
• Employee Benefits including 401k