Senior Wealth Advisor: Complex Planning for HNW Clients

TalentLink Solutions; Birmingham (AL); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health, Dental and Vision insurance

401k with matching contributions

$100 monthly stipend towards cell phone

Flexible Spending Account

Job summary

A financial advisory firm located in Birmingham, Alabama, seeks a Wealth Advisor to engage with clients and manage their financial strategies. The successful candidate will have a strong background in financial planning with a minimum of five years of experience, excellent communication skills, and a CFP certification. Responsibilities include preparing financial plans, managing client relationships, and collaborating with other professionals. The role offers a competitive salary range of $90K to $125K annually and benefits including health insurance and a 401k plan.

Qualifications

• 5+ years’ experience managing client relationships in financial planning or investment management.
• Experience with custodial platforms like Schwab or Fidelity.
• Proficient in financial planning software.

Responsibilities

• Engage directly with clients to understand their financial objectives.
• Prepare financial planning analyses and wealth management activities.
• Collaborate with support team to deliver prompt client service.

Skills

Client relationship management

Financial planning expertise

Excellent communication skills

Detail-oriented

Time management

Education

Bachelor’s degree in finance or related field

CFP® certification

Tools

Excel

PowerPoint

Salesforce

Job description

A financial advisory firm located in Birmingham, Alabama, seeks a Wealth Advisor to engage with clients and manage their financial strategies. The successful candidate will have a strong background in financial planning with a minimum of five years of experience, excellent communication skills, and a CFP certification. Responsibilities include preparing financial plans, managing client relationships, and collaborating with other professionals. The role offers a competitive salary range of $90K to $125K annually and benefits including health insurance and a 401k plan.