Lead Financial Advisor

Redmont Talent Partners; Birmingham (AL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive salary

Bonus program

401(k)

Life Insurance

Disability insurance

Medical & Dependent FSA

Professional development

PTO

Job summary

Redmont Talent Partners in Birmingham, AL is seeking a Lead Financial Advisor to manage client relationships and deliver comprehensive financial guidance for high-net-worth individuals and families. The role emphasizes independent client meetings, wealth strategy, and collaborative holistic planning.

This leadership position offers opportunities to mentor junior advisors, contribute to business development, and work within a client-focused, growth-oriented firm.

Qualifications

• Bachelor’s degree in finance, financial planning, or related field.
• 7+ years serving wealth management or financial planning clients.
• Ability to lead client relationships and conduct meetings independently.
• Strong knowledge of financial planning, investments, retirement & estate planning.

Responsibilities

• Lead client meetings and manage client relationships end-to-end.
• Deliver comprehensive wealth management and planning recommendations.
• Create financial plans aligned with long-term objectives.
• Coordinate with attorneys, CPAs, and professionals for holistic advice.
• Mentor and develop associate and service advisors.

Skills

Wealth management

Client relationships

Financial planning

Mentoring

Team leadership

Business development

Presentation skills

Education

Bachelor's degree in finance or related field

Tools

CRM software

Job description

Redmont Talent Partners is sourcing candidates for an independent wealth management firm in Birmingham, AL serving high-net-worth individuals, families, endowments, and retirement plans who is looking to hire a Lead Financial Advisor. With deep roots in financial advisory services and a commitment to personalized planning, we focus on helping clients navigate complex financial decisions through thoughtful advice, long-term relationships, and exceptional service.

We believe our greatest asset is our people. We value collaboration, continuous improvement, and a client-first mindset, and we strive to create an environment where talented professionals can grow their careers and make a meaningful impact.

Position Summary

The Lead Financial Advisor is responsible for managing client relationships, leading client meetings, delivering comprehensive financial advice, and serving as a trusted advisor to high-net-worth clients and families.

This role is ideal for an experienced advisor who enjoys working directly with clients and wants the opportunity to build and grow relationships within an established firm. No existing assets under management or client book is required. We are looking for a professional who can earn trust, develop new opportunities over time, and help mentor and develop the next generation of advisors.

Key Responsibilities

• Serve as the primary advisor for client relationships and lead client meetings independently
• Develop and deliver comprehensive wealth management, investment, retirement, tax, estate, and risk management recommendations
• Create and oversee financial plans aligned with clients' long-term objectives
• Coordinate with attorneys, CPAs, and other professionals to provide holistic advice
• Maintain a high level of client satisfaction, retention, and engagement
• Identify opportunities to deepen existing client relationships and expand services
• Participate in prospective client meetings and contribute to business development efforts
• Mentor and develop associate and service advisors through coaching, guidance, and technical expertise
• Collaborate with firm leadership on strategic initiatives, client experience improvements, and best practices
• Stay current on industry trends, regulations, and planning strategies

Qualifications

• Bachelor's degree required, preferably in finance, financial planning, or a related field
• 7+ years of experience serving wealth management or financial planning clients
• Demonstrated ability to lead client relationships and conduct meetings independently
• Strong knowledge of financial planning, investments, retirement planning, tax planning, and estate planning concepts
• Excellent communication and relationship management skills
• Proven ability to mentor, coach, and develop team members
• Self-motivated, collaborative, and committed to delivering exceptional client service

What We're Looking For

The ideal candidate is a confident and experienced advisor who thrives in front of clients, communicates complex concepts clearly, and builds lasting relationships based on trust. They are a natural mentor, enjoy helping others succeed, and are motivated to contribute to the growth of the firm.

This opportunity is particularly attractive for advisors seeking a long‑term platform to grow their careers without the need to bring an existing client book. We provide the infrastructure, team support, and client‑focused environment needed to help experienced advisors succeed.

• Competitive base salary based on experience and credentials
• Performance‑based bonus opportunity
• 401(k) with employer contribution
• Employer‑paid life and disability insurance
• Medical and Dependent Flexible Spending plans
• Professional development and designation support
• Paid time off and community involvement opportunities
• Great people!

Redmont Talent Partners is a subsidiary Redmont Capital, a Birmingham, Alabama–based investment bank. We focus on partnering with companies that offer exceptional opportunities and strong, people‑first cultures—primarily within small to mid‑sized organizations. We go beyond simply filling roles; we’re committed to building lasting careers and meaningful partnerships.