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Regulatory Compliance Specialist

Estate Planning Associate — Detail-Driven, Client-Focused

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Waverly Advisors, LLC
Full Time position
Listed on 2026-03-03
Job specializations:
  • Law/Legal
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking an Estate Planning Associate in Birmingham, AL. The role involves reviewing estate planning documents and coordinating with clients and attorneys to ensure alignment with client intent. Candidates should possess a Bachelor’s degree and 3–5 years of relevant experience. This position offers competitive compensation and comprehensive benefits, including health coverage and a flexible time off policy.
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Position Requirements
10+ Years work experience
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