Wealth Advisor
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
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Huntsville, United States | Posted on 09/22/2025
- Industry Registered Investment Advisory (RIA)
- Job Type Full time
- Work Experience 5+ years
- State/Province Alabama
- Country United States
A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with @ 800MM AUM. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose: helping others harness wealth to live with peace and purpose.
RequirementsActive licenses:
SIE, Series 7, Series 66
Manage and deepen relationships with a book of 100–130 households
Deliver high-touch client experience
Develop and present financial plans
Provide investment recommendations and create portfolio allocations
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