Wealth Planning Associate — Holistic Financial Guidance

Quontic Bank; Louisville (KY); On-site; USD 60,000 - 80,000; Full time

Job summary

Baird is seeking a Wealth Planning Associate to provide holistic support to Financial Advisors in Louisville, KY. The role involves answering financial planning questions, assisting with various documents, and collaborating with team members.

The ideal candidate holds a Bachelor’s Degree in a relevant field and has a solid understanding of financial planning. Licensure as CFP, EA, CPA, or JD is preferred. Join a collaborative culture with development opportunities!

Qualifications

• Bachelor’s Degree is preferred, or equivalent expertise required.
• Strong understanding of financial planning and tax documents is necessary.
• Ability to earn necessary licenses (CFP, EA, CPA, JD) is strongly preferred.

Responsibilities

• Answer tax, estate, and financial planning questions from advisors and clients.
• Assist in content management across intraweb sites.
• Manage workflow within the department related to compliance requirements.
• Travel to PWM branches to promote services and build relationships.
• Provide training and promote Wealth Management Experience to Financial Advisors.

Skills

Strong computer skills

Ability to work independently

Education

Bachelor’s Degree in Accounting, Finance, Economics, or pre-law

Tools

MoneyGuide or other financial planning software

Job description

Baird is seeking a Wealth Planning Associate to provide holistic support to Financial Advisors in Louisville, KY. The role involves answering financial planning questions, assisting with various documents, and collaborating with team members.

The ideal candidate holds a Bachelor’s Degree in a relevant field and has a solid understanding of financial planning. Licensure as CFP, EA, CPA, or JD is preferred. Join a collaborative culture with development opportunities!