Louisville, KY

Finance Jobs in Louisville, KY

13 jobs found

Include remote jobs

1d ago

Financial Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Louisville, KY

Louisville, KY

1d ago

$50k - $150k/yr Full time Advisor Client Relations Client Service

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Job Description

New York Life Insurance Company and NYLIFE Securitiess, LLC. are seeking a Financial Professional to help clients protect what matters and build plans for the future. This Louisville, KY-based role (onsite/hybrid remote) supports the development of your client relationships, along with training to help you offer insurance and financial solutions tailored to individual needs. Compensation is commission-based, with opportunities to grow into independent career agent responsibilities.

Role overview

Support clients through important financial decisions, including retirement, protection, and education planning
Develop your own book of business using networking, referrals, and community involvement
Deliver tailored solutions across insurance and financial products
Build expertise through ongoing training and real-world experience

How training and support works

Structured onboarding and licensing support
Ongoing coaching and access to opportunities to obtain professional credentials
Prepaid tuition for eligible, participating agents pursuing approved credentials
Training subsidy available for eligible candidates during early stages

Products and client solutions

The organization offers a broad range of solutions to help clients and their families pursue financial goals, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC), a licensed insurance agency.

Access to experienced professionals and institutional knowledge
Proven best practices, plus sales, prospecting, and marketing tools to help attract and retain clients through web, social, and email content

Career path flexibility

After two years of training, agents become independent career agents and run their own businesses
As you grow, you may specialize in wealth management, estate planning, or business solutions, or pursue leadership opportunities
You may also choose to become a financial advisor with Eagle Strategies LLC (registered investment advisor) to offer advisory services

Compensation and income

Commission-based compensation: you determine your own income based on performance
In 2024, the average income of financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555
Individual agent performance determines income

Benefits

401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Professional development assistance
Retirement plan
Vision insurance

For eligible full-time agents, benefits include medical, dental, life and long-term disability coverages, 401(k), and pension.

Requirements

Self-motivated individuals who take initiative
Strong communicators who enjoy building relationships
Coachable with openness to feedback
Interested in long-term learning and growth rather than a short-term role

Pay, location, and additional details

Pay: $50,000.00 - $150,000.00 per year
Work location: Hybrid remote in Louisville, KY 40222
To learn more about commission-based income and benefits, visit: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

Why this role

Be supported by a Fortune 100 company while building your own practice
Work toward independence after training, with access to tools, coaching, and institutional expertise
Contribute to outcomes including 5 million policyowners protected and $1.2 trillion in life insurance protection in force
Additional track record includes $1 billion in lifetime annuity income paid and $7.8 billion in living benefits awarded (dividends not guaranteed)
Ranked as the #1 largest mutual insurer in the U.S.

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2d ago

Commercial & Residential Lending Broker Assistant | Marketing & Finance

L3 Home Lending Louisville, KY

Louisville, KY

2d ago

$15 - $25/hr Part time Marketing Business Development Coordinator

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Job Description

L3 Home Lending seeks an entry-level Commercial & Residential Lending Broker Assistant to support mortgage and commercial or business lending workflows while assisting with marketing, lead tracking, and client coordination. This part-time onsite role in Louisville, KY provides exposure to both residential and commercial lending processes.

Role Overview

The Commercial & Residential Lending, Marketing & Finance Associate will help manage administrative tasks and client communications across lending activities. The position includes assisting with loan file preparation and transaction coordination, monitoring loan pipelines, and maintaining CRM records. The role also supports lead management and marketing activities.

Key Responsibilities

Communicate with clients, Realtors, builders, title companies, insurance agents, attorneys, and lending partners.
Gather and organize documentation for residential and commercial loan applications.
Assist with loan file preparation, condition collection, and transaction coordination.
Monitor loan pipelines and provide timely updates to clients and referral partners.
Track leads, maintain CRM records, and support business development efforts.
Assist with social media, email marketing, marketing materials, and company events.
Coordinate client follow-up, thank-you cards, closing gifts, and post-closing outreach.
Schedule appointments, manage calendars, and provide administrative support as needed.
Support daily office operations while delivering an exceptional client experience.

Requirements

Exceptional attention to detail.
Self-motivated with the ability to work independently.
Positive attitude and strong work ethic.
Highly organized and able to manage multiple priorities.
Strong communication and interpersonal skills.
Problem-solving mindset with the ability to take initiative.
Ability to multitask efficiently while maintaining accuracy.
Desire to learn the residential mortgage and commercial lending industries.
Passion for serving clients and creating an outstanding customer experience.

Technology

Benefits

Exposure to residential mortgage lending.
Exposure to commercial real estate and business lending.
Hands-on experience in finance, real estate, sales, marketing, and business development.
Training on CRM systems, lead management, and client relationship management.
Direct mentorship from experienced lending professionals.
Opportunity for career growth within a growing company.

Schedule and Location

Location: Louisville, KY (onsite)
Work type: In person
Schedule: Flexible schedule available
Workdays: Monday, Tuesday, Wednesday, Thursday, Friday
Hours: Flexible based on candidate availability and business needs
Typical start time: Flexible (9AM)
Typical end time: Flexible (5PM)

Compensation

Job type: Part-time
Pay: $15.00 - $25.00 per hour

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1mo ago

Financial Consultant

Truist Bank Louisville, KY

Louisville, KY

1mo ago Closed

Full time Advisor Associate Financial Advisor Business Development

This position is no longer accepting applications (closed Nov 9, 2026).

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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1mo ago

Financial Advisor

Truist Bank Louisville, KY

Louisville, KY

1mo ago Closed

Full time Advisor Asset & Wealth Management Business Development

This position is no longer accepting applications (closed Nov 9, 2026).

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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3mo ago

Chief Financial Officer

Bridgehaven Louisville, KY

Louisville, KY

3mo 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