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Wealth Management Representative Jobs in Alabama

Osaic

Vice President, Advisory Consulting

Birmingham, AL · On-site

$140K - $175K/yr

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Sales Opportunity in ... Represent the voice of the field in product development, platform enhancements, and strategic ...

Trustmark Bank

Financial Planner

Mobile, AL

$75K - $101K/yr

Proactively engage bank partners and external COIs to create awareness while representing Wealth and Financial Planning capabilities and expertise. * Coordinate with Wealth Leadership and managers to ...

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Wealth Management Representative information

What does a wealth management representative do?

A Wealth Management Representative assists clients in managing their financial assets by providing personalized investment advice, financial planning, and portfolio management services. They work closely with clients to understand their financial goals and risk tolerance, and then recommend tailored strategies to help achieve those objectives. Additionally, they may educate clients about various investment products, monitor account performance, and ensure that clients are informed about relevant market trends. Their role often involves building long-term relationships with clients and providing ongoing support to help them meet their financial goals.

What are the key skills and qualifications needed to thrive as a wealth management representative?

To thrive as a Wealth Management Representative, you need a solid understanding of financial markets, investment products, and regulatory compliance, often supported by a bachelor’s degree in finance and relevant licenses such as Series 7 and 66. Familiarity with portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, active listening, and effective communication help build lasting client relationships and trust. These skills and qualifications are essential for delivering tailored financial advice, maintaining regulatory standards, and growing a loyal client base.

What are some common challenges faced by wealth management representatives when working with clients?

Wealth Management Representatives often encounter challenges such as managing diverse client expectations, staying up-to-date with changing financial regulations, and addressing complex financial needs. Building trust with clients can take time, especially when advising on sensitive topics like retirement planning or investment risks. Additionally, representatives must balance client acquisition with providing ongoing, high-quality service to existing clients, requiring strong organizational and communication skills.

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

AspectWealth Management RepresentativeFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66 (often required)
Work EnvironmentBank branches, financial firms, client meetingsIndependent, firm-based, or online platforms
Employer & IndustryBanks, financial institutions, wealth management firmsIndependent firms, brokerages, financial planning companies
Primary FocusSales, client service, investment productsComprehensive financial planning, investment advice

While both roles involve client financial services, Wealth Management Representatives primarily focus on sales and client service within financial institutions, often with a sales-driven approach. Financial Advisors typically provide broader financial planning and investment advice, often working independently or in specialized firms. The certifications and work environments overlap but differ in scope and responsibilities.

Is wealth management a good paying career?

Wealth management representatives often earn competitive salaries that include base pay, commissions, and bonuses, with total compensation varying based on experience, client portfolio size, and performance. The role can be financially rewarding, especially for those with strong sales skills and industry certifications like the CFP or CFA. However, income levels can fluctuate depending on market conditions and individual success.

What is an entry-level job in wealth management representative?

An entry-level wealth management representative typically starts in roles such as client associate or financial services associate, assisting senior representatives with client onboarding, account management, and financial data analysis. These positions often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66 license to provide financial advice or sell investment products.

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

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

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

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

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

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

Wealth Management Representative jobs near you
Infographic showing various Wealth Management Representative job openings in Alabama as of June 2026, with employment types broken down into 2% As Needed, 80% Full Time, 14% Part Time, 2% Temporary, 1% Contract, and 1% Nights. Highlights an 71% Physical, 1% Hybrid, and 28% Remote job distribution.

Financial Representative

Strategic Wealth Specialists

Mobile, AL • On-site

Other

Posted 3 days ago

New

Job description

Company Description Strategic Wealth Specialists is a financial firm dedicated to helping individuals and businesses achieve long-term financial independence and security. Using The Living Balance Sheet®, the firm provides integrated strategies that support clients in building wealth and planning for an abundant life. As an agency of The Guardian Life Insurance Company of America®, Strategic Wealth Specialists combines insurance and investment solutions with personalized guidance. The firm serves the community with a focus on clarity, education, and responsible financial decision-making, supported by the resources of Guardian and Park Avenue Securities LLC.

Role Description The Financial Representative is a full-time, on-site role based in Mobile, AL. This position is responsible for meeting with clients to understand their financial goals, analyzing their current financial situation, and developing customized strategies for insurance, investments, retirement, and overall financial planning. Day-to-day tasks include building and maintaining client relationships, presenting financial recommendations, implementing solutions, and conducting regular reviews to adjust strategies as needs change. The Financial Representative will also engage in prospecting, networking, and community outreach to expand their client base, while adhering to regulatory and compliance requirements and collaborating with internal teams to deliver a high level of service.

Qualifications

  • Strong knowledge of Financial Planning and Retirement Planning, with the ability to design comprehensive, long-term strategies.
  • Understanding of Insurance products and their role in protecting individuals, families, and businesses.
  • Foundational expertise in Finance and Investments, including risk management and portfolio diversification.
  • Excellent communication, interpersonal, and relationship-building skills, with a client-focused mindset.
  • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience.
  • Ability to work independently, manage time effectively, and meet performance and production goals.
  • Previous experience in financial services, sales, or customer-facing roles is beneficial; relevant licenses (such as life/health insurance and securities licenses) are a plus or may be required.

Apply