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Client-Focused Financial Planner | CFP
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-01-12
Listing for:
SageSpring Wealth Partners
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A wealth management firm in Birmingham, AL is seeking a detail-oriented Financial Planner. This full-time, in-office role requires a tech-savvy candidate who excels in client interactions and operational workflows. Responsibilities include preparing financial plans, coordinating with advisors, and ensuring timely follow-through on action items. Ideal applicants should demonstrate strong execution skills and be willing to pursue Series 65 and CFP®.
Apply by sending your resume to the provided email.
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