Senior CFP: Wealth Planning High-Net-Worth Clients
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-22
Listing for:
Talon Hiring Solutions
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Talon Hiring Solutions is seeking a Certified Financial Planner™ (CFP®) for their client in Hoover, AL. The role involves delivering comprehensive financial planning services to high-net-worth individuals, including developing tailored strategies for wealth accumulation and tax optimization.
Candidates must have a CFP® designation and a bachelor's degree in Finance or related fields. Experience with high-net-worth clients and proficiency in financial planning software are also required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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