Wealth Planning Associate

Wealth Planning Associate Keel Point, LLC - 3.2 Huntsville, AL Job Details Full-time 3 hours ago Benefits Health insurance Paid time off Career development plan Retirement plan Qualifications Research Bachelor's degree Full Job Description About the Role At Keel Point, our work begins and ends with the families we serve. As a Wealth Planning Associate, you'll be an essential member of an advisory team, helping clients move toward their most important financial goals. This is a client-focused, relationship-driven role on a growing wealth management team. You'll partner closely with our advisors to prepare for client meetings, keep the planning process moving, and deliver the attentive, high-touch service our clients count on. For someone who wants to build a lasting career in financial planning, this role offers the opportunity to learn from established and successful advisors in a team environment. What You'll Do Partner with advisors to prepare client review materials and bring together the information needed for meaningful planning conversations. Support post-meeting follow-up by maintaining accurate client notes and seeing every action item through to completion. Drive plan action items forward in line with our service standards, debriefing with the advisor as needed. Collaborate with our Client Service Representatives (CSRs) to respond to client requests and uphold the firm's service model. Master and actively use Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital. Prepare performance and asset allocation reports that support timely, thorough client reviews. Coordinate client and prospect scheduling and communications to ensure seamless, professional experience. Enter and maintain client data accurately and completely across multiple platforms. Contribute to team initiatives such as tax-season support and client appreciation efforts. Where This Role Can Lead We hire Wealth Planning Associates with their growth in mind. Over time, you'll: Build the expertise to develop and present comprehensive financial plans independently. Deepen your understanding of planning strategies, investment vehicles, and portfolio management. Have the support and encouragement to pursue the

CERTIFIED FINANCIAL PLANNER

™ (CFP®) certification and related professional development. What We're Looking For Bachelor's degree required; a concentration in financial planning, finance, or a related field is preferred. At least 2 years of experience in wealth management, financial planning, or a registered investment advisor (RIA) setting - or comparable internship or coursework in the financial planning field. A genuine interest in financial planning and a desire to work directly in service of clients and families. Interest in or progress toward the CFP® designation is a strong plus. Strong organizational and communication skills, with comfort using Microsoft Office. A client-first mindset and the ability to manage multiple priorities, both independently and as part of a team. Familiarity with using AI tools to support research is a plus. The Details Full-time, on-site position based in our Huntsville, AL office. Competitive salary and benefits package, including health insurance, a retirement plan, generous paid time off, and professional development support.