Financial Planning Associate Position Available In Jefferson, Alabama
Tallo's Job Summary: This job listing in Jefferson - AL has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Financial Planning Associate ITAC Solutions – 4.1 Birmingham, AL Job Details $50,000 – $80,000 a year 13 hours ago Qualifications Mid-level Bachelor’s degree Communication skills Full Job Description 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 ! INDCSV
