Associate Financial Planner
The Associate Financial Planner at Confidential Client supports clients in achieving their financial goals through comprehensive planning and personalized advice. This role involves preparing financial analyses, delivering tailored planning solutions, and building strong client relationships within a collaborative, on-site team environment focused on wealth enhancement, protection, and transfer.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Role
Confidential Client is seeking an Associate Financial Planner to join a growing fee‑only wealth management and financial planning team. This is an onsite, full‑time role based in English Village, AL. The position is open to candidates across experience levels — from entry‑level planners to advisors with a few years of wealth management experience. Successful hires will support comprehensive financial planning work, help deliver client meetings, and contribute to client implementation and relationship management.
- Estimated base salary: $78,075 per year (estimated)
What You’ll Do
- Prepare financial planning projections, analyses, and client deliverables
- Support planning across cash flow, retirement, investments, tax, estate, charitable and risk management
- Analyze clients’ financial situations and identify tailored opportunities
- Develop and present comprehensive financial plans to clients
- Prepare for and participate in client meetings and follow up on action items
- Assist clients with implementation and coordinate with their other advisors
- Resolve client questions and help retain long‑term relationships
- Research planning topics and contribute to ongoing improvements in client service
Who You Are / Qualifications
- Bachelor’s degree from an accredited university; majors in financial planning, finance, business or accounting preferred
- CFP® designation preferred or demonstrable progress toward certification
- 0–5 years of experience in financial planning, wealth management, or a related role
- Proficiency with Microsoft Office, CRM systems, and financial planning software
- Strong analytical skills, attention to detail, and the ability to comply with regulations
- Excellent verbal and written communication; high emotional intelligence
- Self‑starter who works well independently and as part of a collaborative team
- Organized, accountable, and able to manage time‑sensitive tasks while supporting client needs
- Commitment to professional development and long‑term career growth
Compensation & Benefits
- Competitive compensation (salary + bonus) commensurate with experience
- Health insurance
- Short‑ and long‑term disability coverage
- Flexible Spending Account (FSA)
- 401(k) plan with employer match
- Support for continuing education and professional dues (CFP® support encouraged)
Location & Work Environment
- Onsite role based in English Village, AL (Confidential Client office).
- Collaborative, team‑oriented culture that supports mentorship, professional development, and upward mobility.
- Ideal for planners who want hands‑on client experience and structured training rather than bringing an existing book of business.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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