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Wealth Planning Associate Jobs in Alabama (NOW HIRING)

Truist

Wealth Advisor III

Homewood, AL · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor III

Homewood, AL · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

TIAA

Wealth Advisor

Birmingham, AL · On-site

$80K - $95K/yr

... Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

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Wealth Planning Associate information

See Alabama salary details

$34.9K

$71K

$97.9K

How much do wealth planning associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for wealth planning associate in Alabama is $70,955.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $82,900.00 per year, depending on experience, location, and employer.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Alabama? For Wealth Planning Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Wealth Planning Associate jobs in Alabama look for? The top searched job categories for Wealth Planning Associate jobs in Alabama are:
What cities in Alabama are hiring for Wealth Planning Associate jobs? Cities in Alabama with the most Wealth Planning Associate job openings:
Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $70,955 per year, or $34.1 per hour.

Director of Wealth Market Development

Trustmark Bank

Birmingham, AL • On-site

Full-time

Posted 14 days ago

Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Overview

The Director of Wealth Market Development is responsible for sales strategies and revenue growth through leading a client facing/sales production Wealth Advisory team. This role represents Trustmark Wealth as a senior leader within the company to expand brand recognition and develop market growth strategies and new business opportunities. The Director of Market Development is responsible for defining and deploying the wealth planning delivery model internally and externally, through the design of a scalable, efficient, and profitable business model. This role leads, oversees and collaborates with other Wealth leadership to pursue thoughtful deliverables and processes for the client experience and business development functions of Wealth.

Responsibilities
  • Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, and overall contribution to strategic organizational goals.
  • Develop and execute a growth plan that is scalable to grow Wealth Management AUM and provide comprehensive Wealth services.
  • Accountable for an overall market sales and revenue goal strategies that should be met through the acquisition of new clients from internal and external sources, and the retention and expansion of the existing client base for other Wealth Management solutions.
  • Lead the development of the Wealth message and sales strategies to grow Wealth revenue.
  • Responsible for the recruitment, development, and retention of a highly performing Wealth Advisory team to accomplish growth objectives and high client service.
  • Responsible for direct oversight of the Advisory team as it relates to meeting service and activity targets beyond new business production, including the number of internal and external referrals and COI development.
  • Ensure pricing discipline and profitability on fiduciary client relationships together with business unit managers and explore new business opportunities that align with Wealth objectives.
  • Maintain a high level of visibility within the company to educate and bring brand awareness with an expectation of high professionalism and integrity.
  • Serve on Wealth committees assigned.
  • Associates are expected to perform all additional duties as assigned.
Qualifications
  • Bachelor's Degree In a business-related field and 12 concurrent years of Wealth Management sales and service experience; orGraduate Degree In a business related discipline and 10 concurrent years of Wealth Management sales and service experience.
  • Proven track record of excellence in sales production and/or management within a wealth management business.
  • Sound judgment and ability to make decisions and guide others to fulfill decision requirements.
  • Exceptional interpersonal and interdepartmental collaboration and communication skills.
  • Strong in relationship-building, and strategic thinking skills
  • Commitment to integrity, fiduciary responsibility, and client-first service
  • Propensity to achieve high client service levels.
  • Interpersonal and interdepartmental collaboration and communication skills.

Preferred Qualifications:

  • Master's Business Administration, Juris Doctorate or other advanced degree.
  • CWS, CFP, CTFA, or CPA

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. 

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site.  Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.  No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Employment Type: FULL_TIME

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