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Financial Advisor Financial Consultant Wealth Management Financial Services

Wealth Management: Client Service & Planning Associate

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
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 planning firm in Birmingham, AL, seeks a Client Service Associate to support the advisory team and manage client relationships. Responsibilities include preparing documentation, coordinating financial plans, and executing client requests with a focus on detail and communication. Candidates should have a Bachelor’s degree, 2+ years in wealth management, and proficiency in industry-specific platforms. This position offers a collaborative environment for developing advisory skills under mentorship.
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Position Requirements
10+ Years work experience
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