Associate Financial Planner - Growth in Wealth Advisory

Kassouf & Co.; Birmingham (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Short & long-term disability

Flexible Spending Account (FSA)

401(k) retirement plan with employer  

Continuing education and professional

Job summary

Kassouf Wealth Advisors, based in Birmingham, AL, is seeking professionals to join its fee-only wealth management and financial planning team onsite. The role focuses on delivering comprehensive planning, personalized advice, and long-term guidance to clients and families.

Successful candidates are strong communicators who balance clients’ immediate needs with long-term strategies, and who are analytical, detail-oriented, and collaborative within a growing firm.

Qualifications

• Bachelor’s degree in financial planning, finance, business or accounting preferred.
• CFP designation preferred or demonstrated progress towards achieving.
• 0 - 5 years of proven experience as Financial Planner.
• Ability to analyze financial information and comply with regulations.
• Proficiency in MS Office, CRM systems, and financial planning software.

Responsibilities

• Prepare financial planning projections, analysis, and client deliverables.
• Provide planning support in cash flow, retirement, investments, tax, estate, charitable and risk management.
• Analyze client financial status.
• Identify and recommend financial opportunities.
• Develop and deliver comprehensive financial planning tailored to clients’ evolving needs.
• Prepare for and participate in client meetings.
• Assist clients with plan implementation and work with clients’ other advisors.
• Follow up with clients on action items.
• Resolve client issues and questions.
• Build strong relationships to retain existing clients.
• Research financial planning topics.

Skills

Analytical thinking

Communication

Attention to detail

Independent & team player

Education

Bachelor's degree in finance/business/accounting

CFP designation or progress towards

0-5 years of experience as Financial Planner

Tools

MS Office

CRM systems

Financial planning software

Job description

Kassouf Wealth Advisors, based in Birmingham, AL, is seeking professionals to join its fee-only wealth management and financial planning team onsite. The role focuses on delivering comprehensive planning, personalized advice, and long-term guidance to clients and families.

Successful candidates are strong communicators who balance clients’ immediate needs with long-term strategies, and who are analytical, detail-oriented, and collaborative within a growing firm.