Senior Wealth Planner & Relationship Advisor
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-09
Listing for:
Lloyds Wealth
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Lloyds Wealth is seeking an Existing Relationship Adviser to inherit and manage an established client base, providing holistic financial advice tailored to clients' goals and priorities.
In this role, you will build long-term relationships while using cashflow modelling tools to enhance clients' financial plans. The position offers flexibility in managing working hours and access to a wealth of internal referrals to grow your client portfolio.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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