Wealth Management Associate - AL, Birmingham (5143) Equitable Financial Life Insurance CompanyWealth Management Associate - AL, Birmingham (5143)Birmingham, AL417720'',''true'',''417720'',''false'',''Submission for the position: Wealth Management Associate - AL, Birmingham (5143) - (Job Number: 2600009H)'',''false'',''417720'',''false'',''true'',''Wealth Management Associate - AL, Birmingham (5143)'',''2600009H'',''UNITED STATES-AL-BIRMINGHAM'',''UNITED STATES-AL-BIRMINGHAM'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
NewCommercial Portfolio Manager Associate or I/II Trustmark CorpCommercial Portfolio Manager Associate or I/IIBirmingham, ALPractice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals.
Fiduciary Solutions Specialist Renasant CorpFiduciary Solutions SpecialistBirmingham, ALThe Fiduciary Solutions Specialist is responsible for marketing trust and fiduciary services internally to Renasant Private Client Bankers, Renasant Commercial Bankers as well as Park Place Capital and RFS Financial Advisors. Lead and manage sales and marketing activities for trust and fiduciary services to Renasant Private Client Bankers, Renasant Commercial Bankers as well as Park Place Capital and RFS Financial Advisors.
NewCommercial Portfolio Manager Associate or I/II Trustmark BankCommercial Portfolio Manager Associate or I/IIBirmingham, AlabamaFull timePractice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals.
Business Analyst Advisor Level Enterprise Cloud Transformation Jack Henry & Associates IncBusiness Analyst Advisor Level Enterprise Cloud TransformationBirmingham, ALRemote$90,000–$150,000 / yearWe are seeking an experienced business analyst to work across teams to assist with a massive multiyear modernization of our enterprise infrastructure, including significant cloud migrations. This is a remote position, but candidates must live within approximately a 70-mile radius of our office locations in: Allen, TX; Birmingham, AL; Cedar Falls, IA; Charlotte, NC; Lenexa, KS; Louisville, KY; and Springfield/Monett, MO.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateBirmingham, ALOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Sales Executive, Southeast Territory Altruist CorpSales Executive, Southeast TerritoryALContribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm.
Credit Risk Review Advisor - Commercial Lending The PNC Financial Services Group IncCredit Risk Review Advisor - Commercial LendingBirmingham, AL$87,500–$202,800 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Brokerage Manager, Highland Capital Brokerage - REMOTE OsaicBrokerage Manager, Highland Capital Brokerage - REMOTEBirmingham, ALRemote$75,000–$150,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
NewRelationship Banker FB Financial CorpRelationship BankerBirmingham, ALEssential Duties and Responsibilities: Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goal. Partner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members).
Attorney State FarmAttorneyBirmingham, AL$135,000–$163,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm.
Brokerage Manager, Highland Capital Brokerage - REMOTE Osaic IncBrokerage Manager, Highland Capital Brokerage - REMOTEBirmingham, ALRemote$75,000–$150,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerBirmingham, ALOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
529 Field Representative – Alabama Union Bank & Trust Career529 Field Representative – AlabamaBirmingham, AlabamaPosition Summary: As a member of the Union Bank 529 College Savings Group, this individual will be responsible for effectively communicating the features and benefits of the Alabama CollegeCounts 529 Fund to current and prospective clients, community groups, employers, organizations, and financial professionals. This professional will live in Alabama and travel extensively across the state of Alabama to meet with financial professionals, community groups and exhibit at family-friendly outreach events throughout the state.
Managing Director WealthBridge Financial GroupManaging DirectorVestavia Hills, ALYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
NewAI Consultant Jack Henry & Associates IncAI ConsultantBirmingham, ALAs the lead advisor in our model, you will partner directly with our specialized AI team to guide client organizations through critical service areas including board strategy, risk governance, employee adoption, and agent enablement. This position is a hybrid role requiring at least 1 day per week in any of the following office locations: Allen, TX, Birmingham, AL, Cedar Falls, IA, Charlotte, NC, Overlandpark, KS, Louisville, KY, Monett, MO or Springfield, MO.
Wealth Advisor Associate RFG AdvisoryWealth Advisor AssociateBirmingham, AL$80,000–$90,000 / yearCMC Financial is a growing wealth management firm providing comprehensive financial planning, investment management, and tax-informed planning, with tax preparation services offered separately through CMC Tax. The Wealth Advisor Associate will serve as the primary point of contact for an established group of CMC Financial clients, delivering consistent, high-quality advice and relationship management.
Private Wealth Advisor I/II/III Trustmark BankPrivate Wealth Advisor I/II/IIIBirmingham, AlabamaFull timeLevel III Additional Qualifications: At least one of the following: High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or. Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
Advisor Consultant, Highland Capital Brokerage - Remote Role OsaicAdvisor Consultant, Highland Capital Brokerage - Remote RoleBirmingham, ALRemote$50,000–$150,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This position is primarily responsible for the sale of annuity products to registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies.
Innovation Lead - Process Reimagination The PNC Financial Services Group IncInnovation Lead - Process ReimaginationBirmingham, AL$65,000–$152,375 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.