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Financial Advisor Financial Services Financial Consultant

Client Services & Financial Planning Associate

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: SageSpring Wealth Partners
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Birmingham, AL, is seeking a Client Services Associate to support financial planning and client interactions. The ideal candidate will be detail-oriented, organized, and capable of managing multiple tasks in a fast-paced environment. Responsibilities include preparing financial plans, coordinating with advisors, and ensuring a high-quality client experience. Competitive salary and professional development opportunities are offered, making it ideal for a motivated individual looking to grow in the financial services industry.
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Position Requirements
10+ Years work experience
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