CFP Wealth Planner High-Net-Worth Clients
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-20
Listing for:
Talon Hiring Solutions
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Talon Hiring Solutions is seeking a Certified Financial Planner™ (CFP®) in Birmingham, AL, to deliver comprehensive financial planning services to high-net-worth clients. This role involves conducting client interviews, developing financial plans, and creating tailored strategies for wealth accumulation.
The ideal candidate will have a Bachelor’s degree in Finance, strong analytical skills, and experience working with high-net-worth individuals. This position offers the opportunity to work in a fast-paced, independent wealth management firm.
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