Wealth Management: Client Service & Planning Associate

TalentLink Solutions; Birmingham (AL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Continuous learning opportunities

Collaborative team environment

Mentorship from experienced advisors

Job summary

A leading financial planning firm in Birmingham, AL, seeks a Client Service Associate to support the advisory team and manage client relationships. Responsibilities include preparing documentation, coordinating financial plans, and executing client requests with a focus on detail and communication. Candidates should have a Bachelor’s degree, 2+ years in wealth management, and proficiency in industry-specific platforms. This position offers a collaborative environment for developing advisory skills under mentorship.

Qualifications

• 2+ years of progressive experience in the wealth management industry, preferably supporting financial advisors.
• Expected to have the Series 65 license or able to obtain it within 90 days of employment.
• Excellent verbal and written communication skills.

Responsibilities

• Support advisory team with preparation of documentation and presentation materials.
• Coordinate the development of financial plans, including data entry and research.
• Execute requests such as trades and account openings with precision.

Skills

Communication skills

Attention to detail

Organizational skills

Proficiency in Microsoft Office Suite

Client relationship management

Education

Bachelor’s degree in finance or related field

Tools

Orion

MoneyGuidePro

Redtail

NetX360

Holistiplan

Wealth.com

Job description

A leading financial planning firm in Birmingham, AL, seeks a Client Service Associate to support the advisory team and manage client relationships. Responsibilities include preparing documentation, coordinating financial plans, and executing client requests with a focus on detail and communication. Candidates should have a Bachelor’s degree, 2+ years in wealth management, and proficiency in industry-specific platforms. This position offers a collaborative environment for developing advisory skills under mentorship.