Senior Wealth Advisor Touch Planning Families
Job in
Huntsville, Madison County, Alabama, 35824, USA
Listed on 2026-02-12
Listing for:
pearlrecruiter
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A nationally recognized Registered Investment Advisory seeks a Wealth Advisor in Huntsville, Alabama, to manage and deepen relationships with 100-130 client households. Candidates must have 5+ years of experience, active licenses (SIE, Series 7, Series 66), and the ability to deliver a high-touch client experience. The role involves developing financial plans, providing investment recommendations, and creating portfolio allocations to support families in achieving wealth-related goals.
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Position Requirements
10+ Years
work experience
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