Associate Financial Advisor

WG Financial Group; Huntsville (AL); On-site; USD 52,000 - 75,000; Full time

Job summary

WG Financial Group in Huntsville, AL is seeking an Associate Financial Advisor to join our on-site team. You will support lead advisors in delivering retirement planning, investment management, tax-aware strategies, and legacy planning, while meeting with clients and gathering data.

Daily activities include preparing plan recommendations, assisting in portfolio reviews, maintaining client records, and participating in workshops and events to grow the practice and ensure regulatory compliance

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field; progress toward or interest in CFP® or similar designation is preferred.
• Life and Health license preferred
• Strong analytical abilities and attention to detail.
• Excellent communication, client relationship, and interpersonal skills.
• Ability to work collaboratively in an on-site team environment and maintain confidentiality and ethical standards.

Responsibilities

• Meet with clients, gather and analyze financial data, and prepare plan recommendations.
• Assist in portfolio reviews and adjustments.
• Implement financial strategies and maintain accurate client records.
• Collaborate with the advisory team to ensure high client service and regulatory compliance.
• Participate in client events, educational workshops, and business development activities as needed.

Skills

Financial Planning

Investment Advisory

Client Relationship

Communication Skills

Team Collaboration

Education

Bachelors in Finance/Economics/Business

CFP designation progress preferred

Tools

CRM Software

Job description

WG Financial Group is a financial advisory firm based in Huntsville, Alabama, specializing in retirement planning, investment management, tax strategies, and legacy planning as the core pillars of comprehensive financial planning. The firm operates as an Investment Advisory practice offering products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser, and joined AEWM in 2016. WG Financial Group also offers insurance products through its insurance business, which are separate from AEWM and not subject to Investment Adviser requirements. While the firm provides strategic financial guidance, it does not offer tax or legal advice, and encourages clients to consult qualified professionals before making purchasing decisions.

Role Description

The Associate Financial Advisor is a full-time, on-site role based in Huntsville, AL. This role supports lead advisors in delivering comprehensive financial plans focused on retirement planning, investment management, tax-aware strategies, and legacy planning. Day-to-day responsibilities include meeting with clients, gathering and analyzing financial data, preparing plan recommendations, and assisting in portfolio reviews and adjustments. The associate will help implement financial strategies, maintain accurate client records, and collaborate with the advisory team to ensure a high standard of client service and compliance with regulatory requirements. The role also involves participating in client events, educational workshops, and business development activities as needed.

Qualifications

• Demonstrated skills in Financial Planning and Financial Advisory, with the ability to support comprehensive client planning.
• Strong foundation in Finance and Investments, including understanding of portfolios, risk tolerance, and asset allocation.
• Experience or training in Retirement Planning, with familiarity in income strategies and long-term financial goal setting.
• Excellent communication, client relationship, and interpersonal skills, with a client-first mindset.
• Bachelor’s degree in Finance, Economics, Business, or a related field; progress toward or interest in CFP® or similar designation is preferred.
• Life and Health license preferred
• High attention to detail, strong analytical abilities, and proficiency with financial planning and CRM software.
• Ability to work collaboratively in an on-site team environment and maintain strict confidentiality and ethical standards.