Financial Planning Associate Position Available In Jefferson, Alabama

Are you ready to pivot into a career where your drive, curiosity, and relationship-building skills can lead to real impact? Our client is searching for a motivated professional to join their financial advisory team in a role designed for long-term growth. Whether you’re building on early financial experience or seeking a career change into a more meaningful industry, this opportunity offers a clear path forward within a supportive, people-first environment.

Benefits & Extras:

Structured, in-office role with a strong mentorship culture
Clear career path toward client advising or technical planning support
Work-life balance with rare travel and a predictable schedule
Team-based firm culture that values collaboration over competition
Opportunity to help real families make life-changing financial decisions

Compensation:

$50,000-$60,000 base salary and Up to $80,000 for more seasoned professionals

What You’ll Be Doing:

Assist senior advisors with client-focused planning and meeting preparation
Help manage day-to-day communication with clients and ensure timely follow-up
Conduct research and analysis to support financial recommendations
Join client meetings and gradually take on more responsibility
Learn financial tools and processes to grow into an advisory or technical role
Collaborate closely with internal teams to deliver exceptional service
Maintain accurate records and help drive planning implementation What You’ll Need to

Be Considered:

Bachelor’s degree
A professional background that shows strong communication and client interaction skills
Evidence of drive, reliability, and long-term commitment to growth
Interest in personal finance, investment strategy, or wealth management
Ability to take initiative, absorb new technical information, and work independently Apply Now! INDCSV