Associate Financial Planner: Growth Path and Team Impact

Kassouf & Co.; Redmont Park (AL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with employer

Continuing education and professional‑

Flexible Spending Account (FSA)

Short & long-term disability

Job summary

Kassouf Wealth Advisors seeks strategic, forward-thinking professionals to join our fee-only wealth management and financial planning team in Birmingham, Alabama. This onsite role offers a path from entry-level to experienced advisor with opportunities to develop planning expertise and client-service excellence.

The ideal candidate communicates effectively, is analytical, and thrives in a collaborative environment focused on wealth enhancement, protection, and transfer across generations.

Qualifications

• Bachelor’s degree from an accredited university – major 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.
• Proficiency in MS Office, CRM systems, and financial planning software.
• Professional level position requiring organization, attention to detail, critical thinking, strong work ethic, and high emotional intelligence.
• Ability to work both independently and collaboratively.

Responsibilities

• Prepare financial planning projections, analysis, and client deliverables.
• Provide planning support in the areas of 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

Attention to detail

Communication

Team collaboration

Education

Bachelor’s degree in finance/business

Tools

MS Office

CRM systems

Financial planning software

Job description

Kassouf Wealth Advisors seeks strategic, forward-thinking professionals to join our fee-only wealth management and financial planning team in Birmingham, Alabama. This onsite role offers a path from entry-level to experienced advisor with opportunities to develop planning expertise and client-service excellence.

The ideal candidate communicates effectively, is analytical, and thrives in a collaborative environment focused on wealth enhancement, protection, and transfer across generations.