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

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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. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

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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