Planning & Portfolio Associate-Huntsville, AL

Planning & Portfolio Specialist

Huntsville, Alabama | On-Site

An established and rapidly growing wealth management practice is seeing an experienced Planning & Portfolio Specialist to serve as a trusted second chair to the lead Wealth Advisor.

This newly created role combines comprehensive financial planning, portfolio oversight, investment operations, and client interaction. The ideal candidate is technically strong, service-minded, and ready to take ownership while helping an established practice continue to grow.

What to expect

• Develop comprehensive financial plans, analyses, and recommendations based on client goals, retirement needs, investments, and wealth distribution strategies.
• Prepare for and participate in client meetings, clearly communicating planning and investment recommendations.
• Monitor client portfolios, market conditions, interest rates, and cash needs while identifying potential portfolio adjustments.
• Support portfolio implementation, investment management, and tax-efficient strategies, including tax-loss harvesting when appropriate.
• Serve as a trusted resource for clients and confidently step in when the lead advisor is unavailable.
• Execute money movement and ensure planning, investment, and client requests are carried through to completion.
• Maintain accurate information within financial planning and CRM systems while collaborating with the broader team to deliver a high-touch client experience.
• Over time, take greater ownership of select client relationships as the practice continues to grow.

What We're Looking For

• 5+ years of financial planning or wealth management experience
• Strong comprehensive financial planning and investment knowledge
• Series 7 required or ability to obtain within 90 days; Series 66 preferred
• CFP designation strongly preferred
• Experience working directly with clients and communicating financial recommendations
• Experience with eMoney, MoneyGuidePro, PX/Planning Analysis, or similar planning technology
• Tax-efficient distribution, tax-loss harvesting, and/or insurance planning experience is a plus
• A proactive, dependable, service-first professional who takes ownership and follows through

Compensation & Benefits

• Competitive base salary based on experience
• 10-15% annual discretionary bonus opportunity
• Potential profit sharing after one year
• Employer-subsidized health insurance and 100% employee dental coverage
• Short-and long-term disability and group life insurance
• SIMPLE retirement plan with 3% employer match

Why This Opportunity?

This is more than a traditional planning or support position. You will have the opportunity to become a true second chair to the lead advisor, influence planning and portfolio decisions, build meaningful client relationships, and take on greater responsibility as the practice growns.

If you are an experienced financial planning professional looking for greater ownership, client impact, and long-term growth, we'd love to hear from you.