Find & Apply For Personal Financial Advisor Jobs In Lee, Alabama

Personal Financial Advisor jobs in Lee, Alabama involve assisting clients in managing their finances, including investments, taxes, and retirement planning. Advisors analyze financial information to provide recommendations tailored to individual goals. They also stay updated on financial trends and regulations to provide accurate advice to clients. Below you can find different Personal Financial Advisor positions in Lee, Alabama.

Salary Information & Job Trends In this Region

Personal Financial Advisors in Lee, Alabama assist individuals in managing their finances and planning for the future. - Entry-level Financial Advisor salaries range from $45,000 to $55,000 per year - Mid-career Financial Advisor salaries range from $60,000 to $75,000 per year - Senior Financial Planner salaries range from $80,000 to $100,000 per year The role of the Personal Financial Advisor in Lee has roots in the broader history of financial planning, which began to formalize as a profession in the mid-20th century. Initially, advisors primarily helped wealthy individuals, but over time, the services expanded to include a broader range of clients. Since its inception, the profession of Personal Financial Advisor in Lee has evolved significantly. Initially focusing on investments and insurance, it now encompasses comprehensive financial planning including retirement, education, and estate planning. This evolution has been driven by changes in financial markets, consumer needs, and regulatory environments. Current trends affecting Personal Financial Advisors in Lee include a growing emphasis on fee-based advising rather than commission-based models, increased use of financial technology, and a focus on holistic financial wellness that considers clients' entire financial picture and life goals.

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