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Assistant Wealth Management Jobs in Alabama (NOW HIRING)

Pwc

Asset & Wealth Management Tax Manager

Birmingham, AL · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

Vertis Wealth

Estate and Document Attorney

Daphne, AL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Vertis Wealth

Estate and Document Attorney

Auburn, AL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

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Assistant Wealth Management information

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$26.3K

$43.9K

$63K

How much do assistant wealth management jobs pay per year?

As of Aug 27, 2026, the average yearly pay for assistant wealth management in Alabama is $43,866.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $44,000.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

What are the most commonly searched types of Wealth Management jobs in Alabama?

The most popular types of Wealth Management jobs in Alabama are:

What are popular job titles related to Assistant Wealth Management jobs in Alabama?

For Assistant Wealth Management jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Assistant Wealth Management jobs in Alabama look for?

The top searched job categories for Assistant Wealth Management jobs in Alabama are:

What cities in Alabama are hiring for Assistant Wealth Management jobs?

Cities in Alabama with the most Assistant Wealth Management job openings:

Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $43,866 per year, or $21.1 per hour.

Wealth Management and Financial Planning Operations Analyst

Tuscaloosa, AL • On-site

Canterbury Capital Wealth Management
See more jobs at Canterbury Capital Wealth Managementexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

Canterbury Capital Wealth Management is seeking an individual to provide operational business support for their Financial Advisors growing practices. The primary role of this position is to provide new business and ongoing service support for wealth management clients.

Job Responsibilities:

  • Client Relationship Management - handle requests, resolve issues, research, and assist with all client requests
  • Onboard new clients and establish accounts
  • Prepare all client review meeting materials for advisors; handle all meeting follow-up action items
  • Continuous business activity tracking
  • Mutual fund, equity, ETF, and municipal bond trading in client accounts
  • Prepare and process documents, new applications, checks, distribution, and maintenance forms
  • Keep systems up-to-date with client information
  • Educate clients on account services and technology capabilities
  • Financial plan data entry and analysis
  • Review work methods and procedures for continual quality improvements and efficiencies, and implement them when appropriate
  • Prepare reports, data entry, maintain spreadsheets and logs
  • Work closely with the senior operations specialists, and provide backup support to the team

Required Qualifications:

  • Relevant industry experience or education
  • College degree
  • Ability to pass a criminal history and credit background check
  • Proficiency with Microsoft Office tools (Excel, Outlook, Word, PowerPoint)
  • Learning agility with software programs

Desired Skills:

  • Series 7/66 & Alabama Life/Health Annuity license, or willingness to obtain
  • Excellent organizational, preparation, and time management skills
  • Outstanding attitude and positive energy
  • Strong confident voice/communication (verbal, phone, email, mail) and customer service skills
  • A strong focus on assuring details are correct
  • Ability to successfully manage multiple projects and priorities