Wealth Advisor Associate

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

Benefits offered by this job

Base salary plus commissions

Medical benefits

401(k)

Career growth opportunities

Job summary

CMC Financial seeks a Wealth Advisor Associate to support an established client base under a CFP-credentialed Lead Advisor, delivering thoughtful, coordinated advice and strong relationship management. This is a book-management role in a growth-oriented firm.

The position is based in Birmingham, AL with five days on-site weekly; nearby market candidates may be considered if they can work in the Birmingham office several days per month.

Qualifications

• Holding series 65 license or in process with 90 days to obtain.
• 4–5 years of relevant client-facing experience.
• Ability to multi-task and manage client relationships; strong follow-up.

Responsibilities

• Manage relationships for an established client group and provide regular reviews.
• Deliver coordinated investment, estate and tax-informed planning discussions.
• Coordinate with broader team including tax planning on complex matters.
• Maintain accurate client records and stay compliant with licensing/education requirements.

Skills

Series 65

Client-facing experience

Attention to detail

Multi-tasking

Relationship management

Education

CFP credential

JD/LLM

CPA/EA

Job description

## Wealth Advisor AssociateRFG Headquarters · Full-time · Intermediate#### About The PositionCMC 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.**Location*** ****This 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 Role*** ****The 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 Responsibilities*** Manage relationships for select clients* Conduct regular client financial reviews covering investment and estate planning needs* Coordinate with the broader CMC Financial team, including CMC Tax, the practice's tax preparation and tax planning arm, on complex client matters* Ensure the maintaining accurate client records and activity* Obtain and maintain all required licensing and continuing education#### Requirements* Series 65 license, or already in process and able to obtain within 90 days of hire* 4 to 5 years of relevant client-facing experience* Ability to multi-task and manage client relationships* Strong attention to detail and consistent follow-up to every client interaction* Adapt and pivot effectively as client needs and market conditions shift**Preferred*** Working knowledge of tax and estate planning strategies within a wealth management context* JD/LLM, CFP, or CPA/EA credential or candidates are welcome#### Company**Why CMC Financial******CMC 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.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.#### Benefits and Compensation* **Base Salary: $80,000-$90,000*** Variable commission on serviced accounts once Series 65 licensed, creating a competitive total compensation package* Medical and 401k benefits, with additional benefits to be finalized