Wealth Planner; CFP/CPA HNW Clients – Hybrid
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-15
Listing for:
PangeaTwo
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Pangea Two is seeking a Certified Financial Planner in Birmingham, AL, to assist high-net-worth individuals in attaining their financial goals. Candidates should be progressing towards a CFP and possess strong analytical and communication skills. The firm offers a flexible work environment emphasizing family-first culture.
Responsibilities include interviewing clients, creating customized financial plans, and using various financial planning software. A Bachelor’s degree is required, along with a strong work ethic.
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