Associate Financial Advisor: Retirement & Wealth Planning

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 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