Finance Planning & Operations Lead (Tech‑Savvy)

TrueWealth Advisors, LLC; Hoover (AL); On-site; USD 85,000 - 125,000; Full time

Job summary

TrueWealth Advisors, LLC in the Birmingham, AL area is seeking an experienced operations professional to support our advisors, service existing client relationships, and keep investment operations running accurately and on time. This role focuses on trading, planning, and client service, but is not business development.

You will be the firm’s internal power user for core platforms, ensuring clean data and efficient processes.

Qualifications

• Licenses: Series 7 and Series 65 or 66, plus Life and Health insurance licensing or the ability to obtain promptly.
• Bachelor’s degree in finance, economics, accounting, or a related field.
• Experience in wealth-management operations, trading, planning, or advisory service.

Responsibilities

• Facilitate trades and model-portfolio assignments for select clients and serve as a trading backup for advisors.
• Support implementation and maintenance of the firm’s model portfolios in Orion.
• Assist the RIA’s investment committee with monitoring, rebalancing, and documentation.
• Provide support in servicing the firm’s 401(k) plans, including participant meetings and participant calls.
• Build and maintain comprehensive financial plans that address clients’ short- and long‑term objectives.

Skills

Series 7

Series 65/66

Licensing: Life & Health

Education

Bachelor’s degree in finance/economics/accounting

Tools

Schwab Advisor Center

Orion

Redtail

Job description

TrueWealth Advisors, LLC in the Birmingham, AL area is seeking an experienced operations professional to support our advisors, service existing client relationships, and keep investment operations running accurately and on time. This role focuses on trading, planning, and client service, but is not business development.

You will be the firm’s internal power user for core platforms, ensuring clean data and efficient processes.