Birmingham, AL · On-site
$75K - $150K/yr
TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial ... Work directly with firm leadership on recruiting and market strategy * Help shape the long-term ...
Quick apply
Birmingham, AL · On-site
$75K - $150K/yr
TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial ... Work directly with firm leadership on recruiting and market strategy * Help shape the long-term ...
Birmingham, AL · On-site
$75K - $150K/yr
TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial ... strategy • Help shape the long-term direction of the Birmingham team Qualifications • Five or ...
Birmingham, AL · On-site
$75K - $150K/yr
TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial ... strategy • Help shape the long-term direction of the Birmingham team Qualifications • Five or ...
Carolina, AL · On-site
Duration : Long term contract Role Overview We're partnering with a Confidential Fortune 50 hyperscale cloud & data center provider to hire a Strategic Pursuits Finance Analyst who thrives in ...
Quick apply
Carolina, AL · On-site
Duration : Long term contract Role Overview We're partnering with a Confidential Fortune 50 hyperscale cloud & data center provider to hire a Strategic Pursuits Finance Analyst who thrives in ...
Opelika, AL · On-site
$150 - $230/hr
Responsibilities Strategic Financial Leadership * Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long‑range planning
Opelika, AL · On-site
$150 - $230/hr
Responsibilities Strategic Financial Leadership * Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long‑range planning
Strategic Financial Leadership Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long-range planning Lead annual ...
Strategic Financial Leadership Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long-range planning Lead annual ...
Opelika, AL · On-site
Strategic Financial Leadership • Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long-range planning • Lead annual ...
Opelika, AL · On-site
Strategic Financial Leadership • Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long-range planning • Lead annual ...
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Quick apply
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Mobile, AL · On-site
$175K - $225K/yr
Develop financial strategies that support sustainable growth and operational excellence. * Partner with executive leadership to improve profitability, operational performance, and business planning.
Responsibilities Strategic Financial Leadership * Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long‑range planning
Responsibilities Strategic Financial Leadership * Serve as the CEO's primary financial advisor; partner with the Board of Directors on capital structure, financial strategy, and long‑range planning
Montgomery, AL · On-site
$139K - $223K/yr
... partners closely with the Presidents and operational leaders to provide accurate financial insights, support strategic decision-making, and drive business performance. The ideal candidate is a ...
Montgomery, AL · On-site
$139K - $223K/yr
... partners closely with the Presidents and operational leaders to provide accurate financial insights, support strategic decision-making, and drive business performance. The ideal candidate is a ...
Montgomery, AL · On-site
... partners closely with the Presidents and operational leaders to provide accurate financial insights, support strategic decision-making, and drive business performance. The ideal candidate is a ...
Montgomery, AL · On-site
... partners closely with the Presidents and operational leaders to provide accurate financial insights, support strategic decision-making, and drive business performance. The ideal candidate is a ...
Huntsville, AL · On-site
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Huntsville, AL · On-site
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Huntsville, AL · On-site
$150 - $230/hr
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Huntsville, AL · On-site
$150 - $230/hr
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Huntsville, AL · On-site
$150 - $230/hr
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Huntsville, AL · On-site
$150 - $230/hr
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Huntsville, AL · On-site
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Huntsville, AL · On-site
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Reporting directly to the Chief Executive Officer (CEO), the CFO provides strategic direction for ... As a member of the Executive Leadership Team, the CFO partners with executive leadership, the U.S.
Auburn, AL · On-site
$75 - $105/hr
Develop quarterly reforecasts and long-range strategic plans. * Partner with department leaders to gather assumptions, challenge forecasts, and improve financial accountability. * Evaluate labor ...
Auburn, AL · On-site
$75 - $105/hr
Develop quarterly reforecasts and long-range strategic plans. * Partner with department leaders to gather assumptions, challenge forecasts, and improve financial accountability. * Evaluate labor ...
| Aspect | Strategic Financial Partners | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, CPA | CFP, ChFC, CPA |
| Work Environment | Corporate, consulting, or firm-based | Independent or firm-based |
| Industry Usage | Financial services, consulting | Personal finance, investment management |
| Primary Focus | Strategic planning, corporate finance | Personal financial planning, investments |
Strategic Financial Partners typically focus on corporate and strategic financial planning, often working within consulting or corporate environments. In contrast, Financial Advisors primarily assist individuals with personal financial planning and investment management. While both roles require similar certifications, their work settings and client focus differ significantly.
For Strategic Financial Partners jobs in Alabama, the most frequently searched job titles are:
The top searched job categories for Strategic Financial Partners jobs in Alabama are:
Cities in Alabama with the most Strategic Financial Partners job openings:
Birmingham, AL • On-site
$75K - $150K/yr
Full-time
Medical, Dental, Vision, Retirement
Re-posted 19 days ago
You have built a successful career helping clients. Now you are ready to build something bigger.
TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial advisor or leader to grow our presence in the market.
This is a hands-on leadership opportunity for someone who wants to produce, recruit, develop advisors, and build a strong local team. You will have the freedom to shape the Birmingham market with the backing of an established firm and direct support from TruOak’s leadership, recruiting, marketing, operations, and training teams.
You will not be building alone.
The right person may be a successful advisor ready to step into leadership, an experienced manager looking for greater influence, or a well-connected financial professional who sees the opportunity to build something meaningful in Birmingham.
Compensation and BenefitsBase salary of $75,000 to $150,000, based on experience and qualifications
Commissions based on personal production
Performance-based bonus opportunities
Medical benefits, dental benefits, and vision benefits
401(k)
Hybrid work environment
Direct access to firm leadership
Recruiting, marketing, training, and operational support
This is an opportunity to put your experience, reputation, and leadership ability behind something you can help shape from the beginning.
If you are ready to lead the Birmingham market with the support of a growing firm behind you, we would welcome the opportunity to speak with you.
Compensation:$75,000 - $150,000 Plus Commissions
TruOak Financial Partners is one of the Southeast’s growing comprehensive financial services firms, built on a simple commitment: strong relationships, holistic planning, and advisor-first support. With more than 100 financial professionals across ten states, TruOak continues to expand as part of the respected National Life Group network.
As a non-captive, advisor-focused firm, we give advisors the independence to build their own brand and DBA while providing the infrastructure, training, mentorship, and resources of a national organization. Led by a newly appointed CEO with national recognition for leadership, recruiting excellence, and building high-performing advisory teams, TruOak is entering a new era of growth centered on elite development, modern planning tools, and a culture that puts advisors first.
TruOak was also named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys.
