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Wealth Planner & Strategy Specialist; Hybrid

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Savant Wealth
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner & Strategy Specialist (Hybrid)
A financial planning firm is seeking a Financial Planner to join their Birmingham office. This role requires 2-4 years of financial planning experience and a CFP® certification or in progress. The successful candidate will work closely with internal teams to manage client relationships, analyze financial situations, and create tailored strategies across various financial planning areas. This position offers a hybrid work environment along with a competitive salary and robust benefits package.
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