Financial Planning Associate Grow Your Advisory Career
Posted 10 days ago
savant wealth managementEl Paso (TX)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Mid
SALARY
$61,000 to $89,000 per year
About the role
A financial advisory firm in Alabama is looking for a Financial Planning Associate. This entry-level position offers hands-on experience in financial analysis and planning. Responsibilities include data synthesis, supporting advisors in client planning, and developing retirement strategies. Ideal candidates will have a degree in finance and strong analytical skills. Competitive salary range of $61,000 to $89,000 per year, with the job requiring a hybrid work model based out of Birmingham or Middleton.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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