Wealth Advisor Associate: Build Client Relationships

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

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.