Wealth Advisor

pearlrecruiter; Huntsville (AL); On-site; USD 80,000 - 120,000; Full time

Job summary

A nationally recognized Registered Investment Advisory seeks a Wealth Advisor in Huntsville, Alabama, to manage and deepen relationships with 100-130 client households. Candidates must have 5+ years of experience, active licenses (SIE, Series 7, Series 66), and the ability to deliver a high-touch client experience. The role involves developing financial plans, providing investment recommendations, and creating portfolio allocations to support families in achieving wealth-related goals.

Qualifications

• 5+ years of experience in financial advising.
• Active licenses: SIE, Series 7, Series 66.
• Ability to manage and deepen relationships with multiple households.

Responsibilities

• Deliver high-touch client experience.
• Develop and present financial plans.
• Provide investment recommendations and create portfolio allocations.

Skills

Active licenses (SIE, Series 7, Series 66)

Client relationship management

Financial planning

Investment recommendations

Portfolio allocation

Job description

Huntsville, United States | Posted on 09/22/2025

• Industry Registered Investment Advisory (RIA)
• Job Type Full time
• Work Experience 5+ years
• State/Province Alabama
• Country United States

Job Description

A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with @ 800MM AUM. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose: helping others harness wealth to live with peace and purpose.

Requirements

Active licenses: SIE, Series 7, Series 66

Manage and deepen relationships with a book of 100–130 households

Deliver high-touch client experience

Develop and present financial plans

Provide investment recommendations and create portfolio allocations