Join Our Team 

We believe in helping our clients succeed!
Our mission is to help our families coordinate all their financial affairs and have fun doing so. We believe in having a good time as a team while we serve our clients! We may be smaller than other financial services firms, but we’re fiercely competitive, loyal to the clients we serve, and always act as Fiduciaries in our dealings with them. We believe being smaller makes us more nimble, yet able to access best-in-class across the board: Technology, Investment Management tools, top-shelf research, and financial solutions the bigger firms only dream of. Finding a home here at Centerline Wealth Advisors means you will have a big impact on our mission, and room to grow if you want to learn and work diligently.

What it’s like to work at Centerline Wealth Advisors
We are a close-knit team, all working together to take care of our biggest asset: our clients. We have many projects, and lofty goals, so we are looking for team members who are self-starters and can work independently, or collaborate with the others to meet deadlines, move projects forward in a caring and sensitive way. The end-goal is to put our clients at the center of everything we do. You should expect to work together and support each other in solving tough challenges, all in an atmosphere of mutual respect for each other.


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.
  • Career Paths: Want to become a Wealth Manager? Start as a Financial Planning Associate and work your way to Wealth Manager and even Senior Wealth Manager.
  • Professional Development: 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.
  • Mentorship: Unlike the big firms that make you swim with sharks, you will have a mentor ar Centerline to help you learn the business and show you a path to personal and professional success.
  • Education: For star performers, assistance with educational advancement in advanced degrees can help hone skills along a career path. Sponsoring periodic educational conference participation is always on our radar.
  • 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.

Open Positions:

Experienced Advisors- 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.

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, 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.

 

*If you are interested, 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 info@centerlinewealth.com. Please understand we can’t respond to every inquiry or submission.