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Montgomery Financial Advisor: Retirement & Wealth Strategy

Job in Montgomery, Montgomery County, Alabama, 36136, USA
Listing for: The Piedmont Group
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Montgomery, AL, is seeking a full-time Financial Advisor. You will build and maintain client relationships, assess financial needs, and design tailored strategies for retirement planning and investments. The ideal candidate should have a relevant degree, proficiency in financial advisory services, and strong analytical and communication skills. Relevant certifications like CFP or CFA are advantageous.

This role offers an opportunity to guide clients toward financial success in a collaborative environment.
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