Interested in a Career?

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! At Centerline, we strive to maintain a balance between being industrious during office hours, but segment our personal and family time as well. You should expect to be “all-in” during work hours, but rarely need to burn the midnight oil.

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.

Want to become a Wealth Advisor? Start as a Financial Planning Associate and work your way to Wealth Advisor and even Senior Wealth Advisor. Or, are you very detail-oriented, love to learn new techniques and come to work ready to make continual process improvements? Maybe you would love working with our crack-shot operations team in a mission to deliver top-shelf service to our client families. Perhaps you bring other talents to the team, or are interested in an internship, so we would love to hear from you.

Centerline fully supports your journey in your chosen career path. From designations such as CFP®, AIF®, CDFA®, CSLP®, CEPA® etc. to assistance furthering other forms of education, we’re all in on making sure you have the tools you need to succeed. Advancement opportunities within Centerline abound for those with an unwavering desire to succeed.

Unlike the big firms that make you swim with sharks, you will have mentors at Centerline to help you learn the business and show you a path to personal and professional success.

For star performers, assistance with advanced degrees can help hone skills along a career path. Sponsoring periodic educational conference participation is also always on our radar. There is much to learn in an industry with constant change.

Are you looking for a better home and path to serve your clients as a true fiduciary? Are you tired of red tape and Wall Street pressures? Many advisors are looking for a better experience and ultimate succession plan so their clients will be taken care of in a fiduciary capacity when they are no longer able to serve them. Reach out to have a confidential discussion about how Centerline can provide these benefits to you and the families you serve.

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.

We are able to offer a very limited number of internships for students who have an acute interest in finance, marketing, client service, 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.