Independent Wealth Advisor – Holistic Planning & Clients

A financial advisory firm in Birmingham, Alabama is seeking a Wealth Advisor to work closely with a Lead Advisor on complex client cases. The role involves engaging with clients, managing relationships, and providing comprehensive financial planning services. Ideal candidates have a Bachelor’s degree and CFP® certification, along with 5+ years of experience in the financial sector. The firm offers a competitive salary with various benefits, emphasizing collaboration and professional growth. #J-18808-Ljbffr