Louisville, KY

Finance Jobs in Louisville, KY

11 jobs found

Include remote jobs

11d ago

Financial Consultant

Truist Bank Louisville, KY

Louisville, KY

11d ago

Full time Advisor Associate Financial Advisor Business Development

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Job Description

Truist Bank offers a consultative wealth environment for professionals who want to support Financial Advisors while helping clients move toward their goals. This onsite role in Louisville, KY includes a structured benefits package, protected time off, and opportunities to collaborate on client engagements as part of a Financial Advisor team.

Responsibilities

Support the establishment of the Financial Advisor team’s strategic direction to help increase revenue.
Consult with clients and prospective clients by analyzing goals, objectives, and risk tolerance to determine suitable investment products and services.
Implement recommended investment products and services as appropriate.
Help clients with trades, requests for information, research, and account issues.
Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives.
Contribute to the preparation for and delivery of client presentations and engagements.
Assist Advisors in maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
Follow professional and ethical standards set by Truist, FINRA, and other applicable regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
4 years of professional experience, including 1 year in the securities industry.
FINRA Series 7 and FINRA Series 66.
Applicable state health and life insurance licenses and jurisdictional registrations matching the advisor(s) supported.
Organized and self-motivated with strong skills in analytics, problem-solving, interpersonal interactions, persuasion, and relationship management.
Proficiency with basic computer applications, including Microsoft Office tools.
Willingness to pursue additional credentials in the wealth and investment fields.

Benefits

Medical, dental, and vision coverage
Life insurance, disability, and accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Schedule: 1st shift (United States of America). Employment type: Regular. Language: English (Required). Technologies: Microsoft Office.

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11d ago

Financial Advisor

Truist Bank Louisville, KY

Louisville, KY

11d ago

Full time Advisor Asset & Wealth Management Business Development

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Job Description

Truist Bank is hiring a Financial Advisor in Louisville, KY (onsite) to drive client growth through tailored investment guidance and compliant sales execution.

Responsibilities

Provide personalized investment solutions designed to help clients pursue long-term financial goals.
Set the strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
Maintain a profitable level of securities and insurance sales by executing opportunities identified via external networking and internal referrals.
Ensure sales activities align with the client segmentation model and clients’ best interests.
Use a consultative sales process to partner with clients and review investment plans on a regular basis.
Lead client relationship management strategies to deepen client connections and loyalty.
Record transactions and inquiries accurately, and ensure customer files are completed and maintained to meet regulatory policies.
Stay current on Truist Wealth products and complete all required continuing education.
Build partnerships with Wealth, Commercial, and other internal teams to identify and address unmet client financial needs.
Conduct investment product educational seminars for clients and prospects.
Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
FINRA Series 7 and 66 (with 63 and 65 in lieu of 66).
Applicable state health and life insurance licenses.
Securities sales and client relationship management experience.
Organized and self-motivated with strong skills in analytical, problem-solving, interpersonal, persuasion, and relationship management.
Competency with Microsoft Office products.

Technology

Microsoft Office

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
At least 10 days of vacation in the first year (prorated based on hire date and full-time/part-time status)
10 sick days (also prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Other Information

Regular position
Language: English (Required)
Work shift: 1st shift (United States of America)
Preferred qualifications: Additional credentials such as CFP, CIMA, etc.; banking experience helpful
Benefits eligibility (Truist Financial Corporation): Regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits; eligibility for specific benefits may vary by division

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1mo ago

Director of Finance and Facilities

Summit Academy of Greater Louisville Louisville, KY

Louisville, KY

1mo ago Closed

$65k - $75k/yr Full time Finance Director Accounting Director Of Finance And Facilities

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

Summit Academy of Greater Louisville is seeking a Director of Finance and Facilities to lead the school’s finance and accounting function and oversee daily facility operations. This onsite role in Louisville, KY reports to the Head of School and works closely with the Finance & Facilities Committees and the Board of Trustees. The position also collaborates with the broader leadership team on special projects tied to the school’s strategic plan.

With a salary range of $65,000 to $75,000 annually, the Director will manage budgeting, internal controls, reporting, tuition and financial aid processing, and key operational responsibilities across facilities and personnel. The role also supports regulatory compliance and coordinates audits, charitable gaming requirements, and insurance programs.

Core Responsibilities

Maintain school financial records in line with sound business practices, generally accepted accounting principles, and the school’s corporate policies and procedures.
Provide the Head of School, Finance & Facilities Committees, and Board of Trustees with recommendations, analyses, and information tied to school objectives.
Develop and maintain a system of internal control, including automated and manual information systems.
Produce short- and long-range financial projections to support planning.
Direct all aspects of finance and accounting, including publishing monthly financial reports, projections, and analyses.
Create and lead the development and implementation of the annual operating budget.
Formulate action plans that support key strategic objectives.
Manage tuition payments and financial aid awards through FACTS, including ancillary charges.
Manage delinquent accounts.
Direct and maintain the accounting system in QuickBooks and provide monthly GL reports to other school leaders.
Prepare and oversee the annual 990 tax return and manage the annual outside audit process.
Prepare and maintain reporting and applications for the school’s charitable gaming license.
Manage the general liability insurance package.
Supervise accounts payable personnel.
Oversee daily facility operations and personnel, including the custodian and instructional technology coordinator.
Negotiate contracts with third-party vendors.
Serve as the direct point of contact for inspections, including the board of health and fire department.
Oversee capital projects and facility rentals, including maintaining the internal rental calendar.
Lead bi-monthly Facilities Committee meetings with the Board of Trustees.
Provide direction in the management of the cafeteria.
Oversee bi-weekly payroll through Paylocity, maintain personnel records, and conduct periodic reviews with the Head of School.
Ensure compliance with regulatory filings, including 1099s, quarterly tax returns, and W-2s.
Manage the employee benefits package, including health insurance and a 401K plan, and participate in the KAIS Finance Director group related to employee benefits.
Manage the posting of job descriptions.

Requirements

Minimum 5 years of progressive accounting and systems experience.
Bachelor’s degree in business, finance, or accounting.
Ability to identify, analyze, and resolve problems and opportunities.
Ability to manage multiple projects simultaneously.
Thorough knowledge of automated and manual information systems.
Excellent oral and written communication skills.
Thorough knowledge of Human Resources Management.

Technologies

QuickBooks
FACTS
Paylocity

Benefits

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Job Type and Schedule

Full-Time; 12-month position
Daily schedule: 7:30 AM to 4:00 PM (with 4:15 on 3 Tuesdays each month)
Attendance expected at least 3 after-hours special events throughout the school year and graduation

Support and Reporting

Reports to the Head of School
Guidance from Finance and Facilities Committee members

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2mo ago

Chief Financial Officer

Bridgehaven Louisville, KY

Louisville, KY

2mo ago Closed

$110k - $139k/yr Full time Senior Accounting Board Reporting

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

The Chief Financial Officer at Bridgehaven provides strategic fiscal leadership from our Louisville, Kentucky operations, overseeing accounting, medical billing, insurance, risk management, budgeting, and regular reporting to the Finance Committee and Board.

Location

Louisville, Kentucky (onsite)

Salary

USD 110,000 - 139,000 per year

Job Type

Full-time

Responsibilities

Provide fiscal and administrative leadership and accountability for the agency.
Oversee accounting, medical billing and reimbursement, insurance, and risk management functions.
Prepare monthly financial statements and report to the Finance Committee and Board of Directors.
Produce annual financial statements in accordance with GAAP and CARF standards; collaborate with auditors on the annual audit of financial statements and Form 990.
Work with the CEO and Finance Committee to generate the annual agency budget, including creating and reviewing policies that meet accreditation standards across all areas described.
Negotiate contracts and serve as the primary contact with Managed Care Organizations.
Supervise accounting and medical billing staff.

Requirements

Bachelor's degree in Business Administration with a major in finance or accounting.
Ten years of accounting experience.
Five years of supervisory experience.
CPA is preferred.

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3mo ago

Financial Planner

Robert W. Baird Louisville, KY

Louisville, KY

3mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

Join Baird Private Wealth Management as a Financial Planner in Louisville, KY, with a hybrid work arrangement that includes one day per week from home. This position provides a clear pathway to becoming a full-time Financial Advisor on an existing team within four years, while supporting Financial Advisors and Client Specialists in building comprehensive financial plans, conducting research and education, and advancing CFP prerequisites from a Kentucky-based office.

Responsibilities

Collaborate with Financial Advisors to supply ongoing research and hands-on assistance for existing client portfolios
Develop and refine Baird Wealth Plan drafts along with a range of financial analyses
Provide educational support to Financial Advisors in group settings and to individual clients as needed
Undertake special projects and assignments as required
Complete CFP prerequisites and sit for the comprehensive CFP exam; upon success, prepare for and pass the SIE, Series 7, and Series 66 licensing exams

Requirements

Bachelor’s degree in a related field, or a degree in an unrelated field with relevant work experience
Strong computational, mathematical, and analytical abilities
Ability to complete CFP prerequisites and sit for the comprehensive CFP exam within the first two years of hire
Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66, or be willing to pursue them immediately after the CFP exam and complete all three within 18 months of starting the SIE; training and resources provided and paid for by Baird
Great attention to detail and strong organizational skills
Collaborative, team-oriented mindset
Proficiency with email and Microsoft Word and Excel; experience with MoneyGuidePro or similar planning software is a plus
Commitment to becoming a Financial Advisor at the conclusion of the program and a strong interest in client service, wealth management, and new business development

Technologies

MoneyGuidePro
Microsoft Word
Microsoft Excel

Related Jobs

Client Specialist - Hopkinsville, KY
Client Specialist - Wausau, WI
Client Specialist - Glasgow, KY

More About Our Firm

The Baird Way
Our Multicultural Community Conference
Honored to be a Best Place to Work

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3mo ago

Financial Advisor

Northwestern Mutual Louisville, KY

Louisville, KY

3mo ago Closed

$61k - $250k/yr Full time Client Service Financial Advisor Financial Planning

This position is no longer accepting applications (closed Jul 30, 2026).

Job Description

Northwestern Mutual in Louisville, KY offers a financially rewarding path for aspiring financial professionals who want to build a personal practice. This on-site role focuses on holistic financial planning to help clients achieve their goals, backed by structured training, licensing support, and a performance-based compensation model.

Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and delivering an outstanding client experience
Develop personalized, holistic financial plans tailored to each client’s unique needs
Oversee and adjust client financial plans to help them achieve stated goals
Foster long-term relationships to support clients through every life stage

Requirements

Bachelor’s degree
Entrepreneurial ambitions to operate a personal business
Proven success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Strong critical-thinking skills
Effective communication skills
Motivation and drive to succeed
Legal authorization to work in the United States without sponsorship

Benefits

Performance-based earnings and revenue
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
Fully company-funded retirement package and pension plan
Competitive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

Training, Licensing & Designations

To become a financial advisor, you must obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63
Northwestern Mutual provides pre-payment or reimbursement for course tuition fees and books

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3mo ago

Financial Controller

Displate Manufacturing Louisville, KY

Louisville, KY

3mo ago Closed

$70k - $100k/yr Full time Manager Accounting Analytical Skills

This position is no longer accepting applications (closed Jul 21, 2026).

Job Description

Displate Manufacturing, based in Louisville, Kentucky, is seeking a Financial Controller to lead its financial operations on site. The role blends hands-on accounting leadership with strategic finance insights to support growth within a mission-driven organization. You will ensure compliance with GAAP, IFRS, and SOX while delivering robust reporting that informs key decisions.

Responsibilities

Oversee all accounting functions, including general ledger, accounts payable, accounts receivable, and payroll processing, utilizing QuickBooks, Sage, or Xero.
Ensure regulatory reporting compliance and maintain adherence to GAAP, IFRS, and Sarbanes-Oxley controls.
Conduct balance sheet reconciliations, account analyses, and month-end close with accuracy and timeliness.
Manage cash flow forecasting, cash management strategies, and reconciliation activities to optimize liquidity and financial stability.
Lead the preparation of comprehensive financial statements such as income statements, balance sheets, and cash flow statements for internal and external stakeholders.
Implement and monitor internal controls to safeguard assets and ensure integrity of financial data.
Collaborate on budgeting, variance analysis, and financial planning to support strategic decisions aligned with organizational goals.

Requirements

Proven experience in accounting roles with a focus on corporate, governmental, or nonprofit sectors.
Strong knowledge of accounting software such as QuickBooks, Sage, Xero, or similar platforms.
Familiarity with GAAP, IFRS, SOX compliance requirements, and public accounting standards.
Demonstrated expertise in technical accounting concepts including double-entry bookkeeping, debits and credits, general ledger reconciliation, and account analysis.
Experience managing accounts payable and accounts receivable functions along with payroll processing.
Excellent financial analysis skills with the ability to interpret complex financial data for diverse audiences.
Strong organizational skills and meticulous attention to balance sheet management.
Ability to adapt quickly to new financial software tools while maintaining high accuracy.

Technologies

QuickBooks
Sage
Xero
Power BI
SQL
BigQuery

Benefits

401(k) with 6% match
Dental insurance
Disability insurance
Employee discount
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance

What We’re Really Looking For

A partner to the business who connects financial data to operational reality.
A professional who thrives in a fast-moving environment.
An analyst who simplifies complexity and delivers clear recommendations from large datasets.
A proactive thinker who identifies inefficiencies and seeks to eliminate manual processes.

What Success Looks Like

Reporting is trusted, with board presentations that are accurate and self-explanatory.
Forecasts are realistic, updated proactively, and drive meaningful planning conversations.
Finance operates ahead of risks, surfacing opportunities before they become obvious.
Leaders make faster decisions backed by timely financial context.