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Financial planner Jobs in Birmingham, AL

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Financial planner • birmingham al

Last updated: 5 days ago

Certified Financial Planner

Talon Hiring SolutionsBirmingham, Alabama, United States
Full-time

Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth management and financial planning firm.This ... Show more

Media Planner

MslgroupBirmingham, AL, United States
$50,065.00 yearly
Full-time

Martin Retail Group, recently named the largest advertising company in Alabama and one that does amazing work servicing our clients all over the U.Media Planner to join our growing Media Planning t... Show more

Financial Consultant

WealthBridge Financial GroupVestavia Hills, AL, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a dedicated and knowledgeable.In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their finan... Show more

Materials Planner

MagnaNew Castle, AL, United States
Permanent

At Magna, you can expect an engaging and dynamic environment where you can help to develop industry-leading automotive technologies.We invest in our employees, providing them with the support and r... Show more

Financial Advisor

Pinnacle BankBirmingham, AL, United States
Full-time

Pinnacle Financial Advisor Position.At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every assoc... Show more

Financial Analyst

Mission Pet HealthBirmingham, AL, United States
Full-time

At Mission Pet Health, our mission to care for pets and their families drives everything we do.As we rapidly scale toward 1,000 hospitals, our forward-thinking team of more than 20,000 teammates is... Show more

Travel Planner/Organizer (Remote)

Roamarae Global TravelBirmingham, Alabama, United States
Remote
Full-time
Quick Apply

We’re looking for friendly, motivated individuals to join our team as Remote Travel Agents! You’ll help clients plan amazing trips, including cruises and all-inclusive vacations—all from the comfor... Show more

Financial Analyst

LandingBirmingham, AL, US
Full-time
Quick Apply

Our Finance and Strategy team is looking for a highly motivated and analytically sharp individual to support financial planning, revenue operations, and strategic decision-making across Landing's b... Show more

Media Planner

Prodigious WorldwideBirmingham, AL, United States
$50,065.00 yearly
Full-time

Martin Retail Group is a leading force in local retail marketing, specializing in strategic, turn-key solutions for global automotive brands.Since our founding in 1977, we've grown to 400+ team mem... Show more

Assistant Planner / Scheduler

Brasfield & GorrieBirmingham, AL, United States
Full-time

The Assistant Planner/Scheduler will work closely with our planning and scheduling team to assist our preconstruction, project management, field teams, and subcontractors to aid in the development ... Show more

Financial Analyst

Genuine PartsBirmingham, AL, United States
Full-time

Analyst, Financial Planning & Analysis.The Analyst, Financial Planning & Analysis supports Motion's Executive, Finance, and Operational Leadership by contributing to world class financial analyses ... Show more

Financial Analyst

Transform9Birmingham, AL, US
Full-time
Quick Apply

Calling your doctor shouldn't be harder than seeing your doctor.But at most practices, patients wait on hold, front-office staff drown in ring queues, and revenue walks out the door with every miss... Show more

FINANCIAL ASSOCIATE

UAB Nova RentBirmingham, AL, United States
$16.50 hourly
Full-time

This position will support the Division of Pulmonary, Allergy and Critical Care Medicine, the Engelhardt Research Lab and the Cystic Fibrosis Center in the areas of procurement and ordering, supply... Show more

Financial Specialist

Department of JusticeBirmingham, AL, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

Media Planner

Starcom Mediavest Group Germany GmbhBirmingham, AL, United States
Full-time

Martin Retail Group, recently named the largest advertising company in Alabama and one that does amazing work servicing our clients all over the U.Media Planner to join our growing Media Planning t... Show more

Financial Advisor

The Piedmont GroupBirmingham, AL, United States
$70,000.00 yearly
Full-time

Experienced Financial Advisor Build Your Practice with Independence and Support.Are you an experienced financial advisor seeking greater independence, stronger growth opportunities, and a true par... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyBirmingham, AL, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Media Planner

Digitas North AmericaBirmingham, AL, United States
$50,065.00 yearly
Full-time

Martin Retail Group is a leading force in local retail marketing, specializing in strategic, turn-key solutions for global automotive brands.Since our founding in 1977, we've grown to 400+ team mem... Show more

Certified Financial Planner

PANGEATWOBirmingham, AL, United States
Full-time

Certified Financial Planner - CFP Birmingham, AL $70,000 - $120,000 plus bonus depending on experience.Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial plannin... Show more

Financial Advisor

Northwestern MutualBirmingham, AL, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

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Certified Financial Planner

Certified Financial Planner

Talon Hiring SolutionsBirmingham, Alabama, United States
30+ days ago
Job type
  • Full-time
Job description

Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth management and financial planning firm. This role is responsible for delivering comprehensive financial planning services to high-net-worth individuals and families, helping clients define and achieve their long-term financial goals.

What you will do:

  • Conduct detailed client interviews to assess full financial situations, goals, and risk tolerance
  • Develop, implement, and monitor comprehensive financial plans
  • Create tailored strategies for wealth accumulation, income planning, tax optimization, and risk management
  • Utilize financial planning software (e.g., eMoney, MoneyGuidePro) to build and maintain accurate plans
  • Prepare and present client-ready reports, recommendations, and financial narratives
  • Maintain accurate client data and engagement through CRM tools (e.g., Salesforce)
  • Collaborate with internal team members to ensure high-quality client service and plan execution

What you will bring:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
  • Bachelor's degree in Finance, Accounting, Business, or related field
  • Experience in tax strategy
  • Advanced certifications (CPA, CLU, ChFC, CEPA, MBA) are a plus
  • Experience working with high-net-worth clients preferred
  • Knowledge of life, health, disability, and long-term care insurance products
  • Strong analytical and quantitative skills
  • Excellent communication and presentation abilities
  • Proficiency in Microsoft Excel, PowerPoint, and financial planning software
  • Strong organizational skills with the ability to manage multiple priorities