Wealth Advisor

RFG Advisory; Birmingham (AL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Job summary

CMC Financial in Birmingham, AL is seeking a Wealth Advisor Associate to support an established client base under a CFP-credentialed Lead Advisor. The role is on-site and focused on relationship management, financial reviews, and coordinated tax planning support.

The successful candidate will bring Series 65, CFP or CPA/EA credentials, and 4–5 years of client-facing experience. Licensing and ongoing education are required to maintain compliance in a growing wealth practice.

Qualifications

• Series 65 license held or in process
• CFP or CPA/EA credential required or in progress
• 4–5 years of client-facing wealth management experience
• Strong attention to detail and follow-up with clients
• Familiarity with tax and estate planning strategies preferred

Responsibilities

• Serve as the primary point of contact for an established group of clients
• Conduct regular client financial reviews covering investments and estate planning needs
• Coordinate with the tax planning arm on complex client matters
• Maintain accurate client records and activity
• Obtain and maintain all required licensing and continuing education

Skills

Series 65 license

CFP credential

CPA/EA credential

Job description

CMC Financial is a growing wealth management firm providing comprehensive financial planning, investment management, and tax-informed planning, with tax preparation services offered separately through CMC Tax. We are seeking a Wealth Advisor Associate to work alongside a CFP-credentialed Lead Advisor in supporting client relationships and delivering thoughtful, coordinated advice. This role offers the opportunity to develop as an advisor, assume increasing responsibility, and contribute meaningfully to the continued growth of an established and respected firm.LocationThis full-time position is based in our Birmingham, Alabama, office and requires five days per week on-site. However, highly qualified candidates in nearby markets—such as Atlanta, Nashville, or Mobile—may be considered if they can commit to working in the Birmingham office five to six times per month.The RoleThe Wealth Advisor Associate will serve as the primary point of contact for an established group of CMC Financial clients, delivering consistent, high-quality advice and relationship management. This is a book-management role.Key ResponsibilitiesManage relationships for select clientsConduct regular client financial reviews covering investment and estate planning needsCoordinate with the broader CMC Financial team, including CMC Tax, the practice's tax preparation and tax planning arm, on complex client mattersEnsure the maintaining accurate client records and activityObtain and maintain all required licensing and continuing educationRequirements:ExperienceSeries 65 license, or already in process and able to obtain within 90 days of hireCFP, or CPA/EA credential; CPA candidates are welcome4 to 5 years of relevant client-facing experienceAbility to multi-task and manage client relationshipsStrong attention to detail and consistent follow-up to every client interactionAdapt and pivot effectively as client needs and market conditions shiftPreferredWorking knowledge of tax and estate planning strategies within a wealth management contextCompensation:$80,000-90,000Company:RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.www.RFGadvisory.com/awardsThis hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.Why CMC FinancialMC Financial offers the opportunity to join a growing, relationship-driven firm committed to helping clients see the complete picture of their financial lives. Our collaborative approach brings together investment management, tax planning, estate considerations, insurance strategies, and other essential services under one roof. We value genuine client relationships, and team members who want to contribute meaningfully to both our clients’ success and the continued growth of the firm.Benefits and Compensation:Base Salary: $80,000-$90,000Variable commission on serviced accounts once Series 65 licensed, creating a competitive total compensation packageMedical and 401k benefits, with additional benefits to be finalized