Join Our Team
What it’s like to work at Centerline Wealth Advisors
What are the Perks?
- Work/life balance: Louisville is a great city, large enough to occupy your free time with fun activities (Derby anyone?), but small enough to still have a smaller-town community feel. It’s a great place to raise a family!
- Continuous learning and improvement: We are always trying to move the needle forward at Centerline Wealth Advisors. Since Kaizen is one of our core values, we expect each team member to continue to “improve their game”. Let’s face it, the world changes, and firms that fail to change with the times often become a relic of the past. We’ve always managed to stay relevant and ahead of the game by learning and improving.
- Fun stuff: We like to have fun and celebrate birthdays, holidays and big milestones. Chili cook-offs, Derby celebrations, big game days all have a place on our agenda.
Financial Planning Associate – Do you have the drive and dedication to help families, entrepreneurs and physicians reach their financial goals? Are you analytical, but also a “people person”? Do you enjoy being in front of a room to make a presentation (or host one over Zoom)? Do you enjoy collaborating with a top-shelf team to constantly improve and exhibit excellence in everything you do? If so, perhaps you are one of the rare individuals who could be a wealth manager.
Internships– We are able to offer a very limited number of internships for students who have an acute interest in finance, marketing, communication and investor psychology. All are important disciplines for a wealth management team. This is an opportunity to gain experience, work alongside professionals, and learn how families are cared for with meticulously crafted financial plans.
Please send a resume and cover letter explaining precisely your qualifications and why you think you would be a good fit for one of these positions to email@example.com. Please understand we can’t respond to every inquiry or submission.