- Huntsville, Alabama, United States
- 3+ years
Provides fiduciary, compliant, and high-quality financial planning and investment guidance through comprehensive planning conversations with members and financial advisors.
Responsibilities
- Provides comprehensive financial planning services, including retirement, investment management, tax-efficient strategies, insurance, and estate planning coordination.
- Designs and manages personalized financial plans using advanced planning software.
- Conducts in-depth financial reviews assessing goals, risk tolerance, cash flow, assets, and liabilities.
- Gathers, analyzes, and maintains member financial data, reports, and documentation.
- Develops, presents, and implements customized financial plans aligned with member goals, values, and life stages.
Requirements
- 4 Year / Bachelors Degree - Finance, Accounting, Economics or Business Related Field
- CFP® certification in good standing
- Nice to have: FINRA Series 7 license
- Nice to have: Series 63 and 65
- Nice to have: Series 66