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Senior Wealth Advisor: Complex Planning HNW Clients
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2025-12-31
Listing for:
TalentLink Solutions
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm located in Birmingham, Alabama, seeks a Wealth Advisor to engage with clients and manage their financial strategies. The successful candidate will have a strong background in financial planning with a minimum of five years of experience, excellent communication skills, and a CFP certification. Responsibilities include preparing financial plans, managing client relationships, and collaborating with other professionals.
The role offers a competitive salary range of $90K to $125K annually and benefits including health insurance and a 401k plan.
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Position Requirements
10+ Years
work experience
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