Wealth Advisor Associate - Client-Focused Growth

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 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.