Wealth Advisor — Family-Focused Financial Planning
Job in
Huntsville, Madison County, Alabama, 35824, USA
Listed on 2026-01-29
Listing for:
Keel Point Llc
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm located in Huntsville, Alabama, is seeking a Wealth Advisor to manage client relationships and provide tailored financial planning. The ideal candidate will have licenses such as SIE, Series 7, and Series 66, alongside strong analytical skills and experience with portfolio management. This role involves advising 100-130 households, preparing financial documents, and contributing to a collaborative team culture.
Competitive salary and comprehensive benefits are offered.
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