Tuscaloosa, AL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Canterbury Capital Wealth Management is seeking an individual to provide operational business ... Client Relationship Management - handle requests, resolve issues, research, and assist with all ...
Quick apply
Tuscaloosa, AL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Canterbury Capital Wealth Management is seeking an individual to provide operational business ... Client Relationship Management - handle requests, resolve issues, research, and assist with all ...
Tuscaloosa, AL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Canterbury Capital Wealth Management is seeking an individual to provide operational business ... Client Relationship Management - handle requests, resolve issues, research, and assist with all ...
Quick apply
Tuscaloosa, AL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Canterbury Capital Wealth Management is seeking an individual to provide operational business ... Client Relationship Management - handle requests, resolve issues, research, and assist with all ...
Montgomery, AL · On-site
$15.25 - $20.50/hr
... assist in follow-ups, and ensure timely implementation of client goals. * Maintains up-to-date client records in CRM systems, including meeting notes, profile updates, and scheduling follow-ups ...
New
Montgomery, AL · On-site
$15.25 - $20.50/hr
... assist in follow-ups, and ensure timely implementation of client goals. * Maintains up-to-date client records in CRM systems, including meeting notes, profile updates, and scheduling follow-ups ...
New
Montgomery, AL · On-site
$26.21 - $39.32/hr
... assist in follow-ups, and ensure timely implementation of client goals. • Maintains up-to-date client records in CRM systems, including meeting notes, profile updates, and scheduling follow-ups ...
New
Montgomery, AL · On-site
$26.21 - $39.32/hr
... assist in follow-ups, and ensure timely implementation of client goals. • Maintains up-to-date client records in CRM systems, including meeting notes, profile updates, and scheduling follow-ups ...
New
Responsibilities The Portfolio Manager serves as a key member of the Wealth Solutions Team ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
Responsibilities The Portfolio Manager serves as a key member of the Wealth Solutions Team ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
Responsibilities The Portfolio Manager serves as a key member of the Wealth Solutions Team ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
Responsibilities The Portfolio Manager serves as a key member of the Wealth Solutions Team ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
The Portfolio Manager serves as a key member of the Wealth Solutions Team, responsible for ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
The Portfolio Manager serves as a key member of the Wealth Solutions Team, responsible for ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
Responsibilities The Portfolio Manager serves as a key member of the Wealth Solutions Team ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
Responsibilities The Portfolio Manager serves as a key member of the Wealth Solutions Team ... Responsibilities Portfolio Management * Assist in the design, construction, implementation ...
Birmingham, AL · On-site
$74K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
At Regions, the Wealth Management Communications Generalist is responsible for developing internal and external communication, regarding Wealth Management. This senior role contributes to the ...
Birmingham, AL · On-site
$74K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
At Regions, the Wealth Management Communications Generalist is responsible for developing internal and external communication, regarding Wealth Management. This senior role contributes to the ...
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 ...
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 ...
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 ...
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 ...
Birmingham, AL · On-site +1
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Birmingham, AL · On-site +1
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Birmingham, AL · On-site
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Birmingham, AL · On-site
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Mobile, AL · On-site +1
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Mobile, AL · On-site +1
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Decatur, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Decatur, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Cullman, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Cullman, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Jasper, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Jasper, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Prattville, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Prattville, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Athens, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Athens, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Huntsville, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
Huntsville, AL · On-site
Medical
Life
Now Hiring Assistant Managers What do you seek in your career path? An opportunity for growth? A ... as a wealth of benefits for your health, future, family and happiness. We strive to encourage ...
$8.13 - $12.60
14% of jobs
$14.44 is the 25th percentile. Wages below this are outliers.
$12.60 - $17.08
27% of jobs
The median wage is $19.08 / hr.
$17.08 - $21.55
20% of jobs
$21.55 - $26.02
13% of jobs
$26.44 is the 75th percentile. Wages above this are outliers.
$26.02 - $30.49
9% of jobs
$30.49 - $34.97
5% of jobs
$34.97 - $39.44
3% of jobs
$39.44 - $43.91
3% of jobs
$43.91 - $48.38
2% of jobs
$48.38 - $52.86
2% of jobs
$52.86 - $57.33
1% of jobs
$8
$25
$57
To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.
A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.
A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.
Tuscaloosa, AL • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 20 days ago
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:
Required Qualifications:
Desired Skills:
