Financial Planning Associate — Grow Your Advisory Career

Savant Wealth Management; Alabama; Hybrid; USD 61,000 - 89,000; Full time

Benefits offered by this job

Medical plans: Two tailored options

Dental coverage: Two plan options

401(k) with company match

Generous paid time off

Dress code flexibility

Employee recognition plans

Job summary

A financial advisory firm in Alabama is looking for a Financial Planning Associate. This entry-level position offers hands-on experience in financial analysis and planning. Responsibilities include data synthesis, supporting advisors in client planning, and developing retirement strategies. Ideal candidates will have a degree in finance and strong analytical skills. Competitive salary range of $61,000 to $89,000 per year, with the job requiring a hybrid work model based out of Birmingham or Middleton.

Qualifications

• 0–3 years of experience in financial planning or related work.
• High attention to detail and a commitment to accuracy.
• Proficiency in Microsoft Office and comfort learning financial planning software.

Responsibilities

• Gather, organize, and synthesize client financial information.
• Prepare and deliver analyses: tax projections, insurance evaluations, retirement income analyses.
• Assist Planners and Advisors in creating comprehensive financial plans.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Client-first mindset

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Tools

Microsoft Office

Financial planning software

Job description

A financial advisory firm in Alabama is looking for a Financial Planning Associate. This entry-level position offers hands-on experience in financial analysis and planning. Responsibilities include data synthesis, supporting advisors in client planning, and developing retirement strategies. Ideal candidates will have a degree in finance and strong analytical skills. Competitive salary range of $61,000 to $89,000 per year, with the job requiring a hybrid work model based out of Birmingham or Middleton.