Sign upLog in
Financial Advisor Jobs in Alabama

Wealth Advisor

pearlrecruiter
  • Huntsville, Alabama
  • Autofill and Review
30+ days ago

Job Description

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.

Requirements

  • Active 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



Benefits

**mentoring

**work with HNW/UHNW clientele

**upward mobility

Numbers & Facts

LocationHuntsville, Alabama
Websitehttps://www.pearlrecruiter.com/

Skills

  • Customer Experienceunmatched
  • Financial Planningunmatched
  • Mentoringunmatched
  • Rich Internet Application (RIA)unmatched
  • Series 66unmatched
  • Series 7unmatched

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Resume Builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Resume Builder