Senior Wealth Advisor: Complex Planning for HNW Clients

TalentLink Solutions

Birmingham, AL

JOB DETAILS
SALARY
$90,000–$125,000 Per Year
SKILLS
Certified Financial Planner (CFP), Communication Skills, Customer Relationship Management (CRM), Financial Management, Financial Planning, Financial Strategy
LOCATION
Birmingham, AL
POSTED
2 days ago

A financial advisory firm located in Birmingham, Alabama, seeks a Wealth Advisor to engage with clients and manage their financial strategies. The successful candidate will have a strong background in financial planning with a minimum of five years of experience, excellent communication skills, and a CFP certification. Responsibilities include preparing financial plans, managing client relationships, and collaborating with other professionals. The role offers a competitive salary range of $90K to $125K annually and benefits including health insurance and a 401k plan.#J-18808-Ljbffr

About the Company

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TalentLink Solutions