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Associate Advisor Jobs in Huntsville, AL (NOW HIRING)

Waverly Advisors LLC

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

Client Service Associate Huntsville, AL Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client ...

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Leavitt Group

Commercial Risk Advisor

Cullman, AL · On-site

Randy Jones & Associates is looking for a motivated B2B outside sales representative in the Greater ... As a Commercial Risk Advisor, you will have the opportunity to build lifelong relationships with C ...

KOHLS

Part-Time Beauty Advisor - Sephora

Decatur, AL · On-site

$15/hr

About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

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Associate Advisor information

See Huntsville, AL salary details

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How much do associate advisor jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for associate advisor in Huntsville, AL is $25.55, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $29.38 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Huntsville, AL?

The most popular types of Advisor jobs in Huntsville, AL are:

What are popular job titles related to Associate Advisor jobs in Huntsville, AL?

For Associate Advisor jobs in Huntsville, AL, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Huntsville, AL look for?

The top searched job categories for Associate Advisor jobs in Huntsville, AL are:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Huntsville, AL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,154 per year, or $24.1 per hour.

Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market

Huntsville, AL • Hybrid

Bank of America
Finance and Insurance • 10K+ employees

8.2

Company rating: 8.2 out of 10

Based on 532 frontline employees who took The Breakroom Quiz

51st of 173 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Bank of Americaexternal

Full-time

Re-posted yesterday

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Role Specifics:


As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.

The Merrill Advisor Development Program- Financial Advisor engages in:

  • Developing a book of business in order to meet and exceed established performance hurdles

  • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs

  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences

  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning

  • Organizing and managing resources (time, people, budget) to run a productive practice

  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

  • Completing mandated training, assessments, performance goals and continuing education requirements

We'll help you:

  • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.

  • Get training and one-on-one coaching from our award-winningAcademy at Bank of America and local leadership who are invested in your success.

  • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.

  • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Responsibilities:

  • Handles inbound inquiries from leads regarding Merrill offerings

  • Positions the extensive capabilities of Merrill and Bank of America

  • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate

  • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts

  • Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications:

  • Currently holds Series 7 and66 (or the equivalent 63 and 65 in lieu of 66) licenses
  • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
  • Effective communication skills (written and verbal)
  • Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Goal and results oriented with strong follow-through skills
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Possesses computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel

Desired Qualifications:

  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • Track record of quickly learning and adapting to new technologies, systems, and digital tools
  • Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment

Skills:

  • Business Acumen
  • Business Development
  • Oral Communications
  • Prospecting
  • Wealth Planning
  • Analytical Thinking
  • Client Experience Branding
  • Client Investments Management
  • Portfolio Analysis
  • Risk Management
  • Active Listening
  • Client Solutions Advisory
  • Emotional Intelligence
  • Referral Management
  • Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40
Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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