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Forbes Advisor Jobs in Alabama (NOW HIRING)

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Forbes Advisor information

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How much do forbes advisor jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for forbes advisor in Alabama is $23.51, according to ZipRecruiter salary data. Most workers in this role earn between $16.78 and $27.02 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Forbes Advisor?

To thrive as a Forbes Advisor, you need strong expertise in financial analysis, journalism, and content creation, often supported by a degree in finance, economics, or communications. Familiarity with content management systems, financial data platforms, and SEO tools is typically required. Excellent research, communication, and critical thinking skills help create authoritative and accessible financial guidance. These abilities ensure the delivery of accurate, trustworthy advice that meets the needs of a broad audience and upholds Forbes' reputation.

What are some common challenges faced by a Forbes Advisor and how can they be navigated effectively?

Forbes Advisors often face the challenge of staying up-to-date with rapidly changing financial markets and regulations, which requires continuous learning and adaptability. Another common challenge is distilling complex financial information into clear, actionable advice for a diverse audience. Successful Advisors develop strong research and communication skills, collaborate closely with editorial, legal, and data teams, and leverage digital tools to enhance their analyses. Building a network within the organization also helps in staying informed and sharing best practices.

What is the difference between Forbes Advisor vs Financial Advisor?

AspectForbes AdvisorFinancial Advisor
CredentialsTypically no specific credentials required for content creation or adviceOften requires certifications like CFP, CFA, or ChFC
Work EnvironmentOnline platform, media, or consultingFinancial firms, banks, or independent practice
Industry UsagePublished financial advice, reviews, and guidancePersonalized financial planning and investment management
Search IntentComparing financial advice sources, learning about financeSeeking personalized financial planning or investment advice

While Forbes Advisor provides general financial advice, reviews, and guidance often created by finance experts, a Financial Advisor offers personalized financial planning and investment management services, often requiring professional certifications. Both serve different purposes but are key resources in the finance industry.

What are popular job titles related to Forbes Advisor jobs in Alabama?

For Forbes Advisor jobs in Alabama, the most frequently searched job titles are:

What cities in Alabama are hiring for Forbes Advisor jobs?

Cities in Alabama with the most Forbes Advisor job openings:

Infographic showing various Forbes Advisor job openings in Alabama as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $48,892 per year, or $23.5 per hour.

Client Services Associate

SageSpring Wealth Partners

Birmingham, AL โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago


Key responsibilities

  • Assist the Financial Advisor with administrative tasks and coordinate client meetings and follow-up activities.

  • Communicate with clients via phone, email, and in person to address service needs and handle inquiries.

  • Maintain accurate client information in CRM systems and support the delivery of a high-quality client experience.


Job description

The Will Scroggins Wealth Team is looking for a detail-oriented, people-oriented Client Services Associate who enjoys working directly with clients and being part of a collaborative team. As part of SageSpring Wealth Partners, youโ€™ll join a growing, established wealth management firm known for its strong culture and commitment to its people. SageSpring has been recognized as a USA TODAY Top Workplace, one of Financial Planningโ€™s Best Workplaces in Money Management, one of the Nashville Business Journalโ€™s 25 Fastest-Growing Companies, and among CityWireโ€™s fastest-growing RIAs. This is a full-time, in-office position based in Birmingham, Alabama.
Job Summary:
The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image. This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

What Youโ€™ll Do

  • Serve as a professional, friendly point of contact for clients and help create a welcoming, high-touch client experience
  • Communicate with clients by phone, email, and in person to assist with service needs, paperwork, and follow-through
  • Help manage advisor calendars and coordinate client meeting scheduling
  • Prepare client meeting materials and help ensure meetings and follow-up are organized and executed smoothly
  • Coordinate client requests and action items with advisors and other team members
  • Track tasks, deadlines, and client requests to ensure complete and timely follow-through
  • Maintain accurate and up-to-date client information in Salesforce and other systems
  • Manage multiple priorities and shift between tasks as client and team needs change
  • Approach day-to-day responsibilities with flexibility, ownership, and attention to detail
  • Work closely with advisors and team members to deliver an excellent and consistent client experience
  • Communicate openly, ask questions, and proactively help move team priorities forward
  • Anticipate team needs and contribute to organized, efficient processes
  • Enjoy being part of a collaborative, high-performing team

Who You Are

  • Professional, warm, and confident when interacting with clients
  • Genuinely enjoy talking with people and building positive relationships
  • Detail-oriented, organized, and dependable
  • Strong in execution and follow-through
  • Flexible and comfortable shifting between priorities
  • Team-oriented, collaborative, and eager to contribute
  • Tech-savvy and comfortable learning new systems and tools

Qualifications

  • 1โ€“3 years of experience in financial services, operations, or client service preferred, but not required
  • Wealth management or financial services experience is a plus
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint
  • Experience with Salesforce or similar CRM software is a plus
  • Bachelorโ€™s degree preferred

Compensation amp; Benefits

  • Competitive salary
  • Health insurance
  • 401(k) retirement plan
  • Professional development support
  • Opportunity to grow within a successful and expanding wealth management firm
  • Supportive, team-oriented culture with clear processes and high expectations
  • Stable, established team with continued growth opportunities

How to Apply

  • Submit your resume to Nathan.Dendy@sagespring.com
Physical Demands:
  • Ability to work in a traditional professional office setting
  • Prolonged periods of sitting at a desk and working on a computer
  • Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
  • Work schedule may vary and is determined by project schedules
  • Ability to efficiently operate all job-related office equipment
  • Ability to communicate via telephone, computer and work in virtual teams
  • Must be able to lift up to 15 pounds at a time
  • Ability to travel using personal vehicle to other office locations as needed
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About SageSpring:
This is an exciting opportunity to join a Forbesโ€™ Best-In-State Wealth Advisors recipient, and the Tennesseanโ€™s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Donโ€™t miss your opportunity to work with a high performing team in a positive, energetic environment where youโ€™ll know youโ€™re truly appreciated and making a difference.
Rewards amp; Culture:
  • Great Benefits โ€“ Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
  • #1 Culture โ€“ Join and grow in an award-winning culture where youโ€™ll look forward to Monday.
  • Inspiring Leadership โ€“ Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, f