обновлено 9 часов назад
Financial Consultant Partner - Birmingham, AL
27 - 39$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Consultant Partner - Birmingham, AL (Wealth Management): Supporting Senior Financial Consultants in developing affluent client practices through relationship management, personalized financial solutions, client meetings, and daily branch operations with an accent on client service, business development, and licensed financial advisory. Focus on identifying opportunities to deepen client relationships, maintaining accurate documentation, and building expertise through mentorship and training.
Location: Birmingham, Alabama, United States
Salary: USD $27.40–$39.28 per hour, plus bonus and incentive opportunities tied to performance.
Company
provides financial services and wealth management solutions for clients.
What you will do
- Partner with Senior Financial Consultants to support affluent client practices, client engagement, service, and business development.
- Support client solutions aligned with financial goals and identify opportunities to deepen relationships.
- Prepare for client meetings, including documentation and follow-up.
- Collaborate with branch and firm partners to deliver a consistent client experience.
- Maintain accurate client information and support daily branch operations.
Requirements
- Valid and active FINRA Series 7 license required.
- Hold or obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
- Experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
- Strong attention to detail, active listening, adaptability, coachability, and collaborative relationship-building skills.
Culture & Benefits
- Four-week live virtual Wealth Management University training followed by branch-based training and mentorship.
- Career path toward a Financial Consultant position and opportunities across leadership, branch, service, and support roles.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Health, dental, and vision insurance, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.
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