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Wealth Advisor Associate - Client-Focused Growth
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-08-13
Listing for:
RFG Advisory
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CMC Financial in Birmingham, AL is seeking a Wealth Advisor Associate to support an established client base under a CFP-credentialed Lead Advisor. The role is on-site and focused on relationship management, financial reviews, and coordinated tax planning support.
The successful candidate will bring Series 65, CFP or CPA/EA credentials, and 4–5 years of client-facing experience. Licensing and ongoing education are required to maintain compliance in a growing wealth practice.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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