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Wealth Planning Associate Jobs in Alabama (NOW HIRING)

Waverly Advisors LLC

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We aren't your typical wealth management firm. Our intense client focus is at the center of ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

New

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We aren't your typical wealth management firm. Our intense client focus is at the center of ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We aren't your typical wealth management firm. Our intense client focus is at the center of ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

New

Woodforest National Bank

Teller Retail Banker

Huntsville, AL · On-site

$15.25 - $19/hr

  • Medical

  • Life

  • Retirement

  • PTO

OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ... banking, wealth planning, ESOP, health & wellness programs, impactful community involvement ...

Hancock Whitney Bank

Private Banker

Fairhope, AL · On-site

... planning. Private Bankers ensure the company's credit quality standards are met or exceeded and ... promote Private Wealth Management capabilities for internal associates and external client ...

Hancock Whitney Corp.

Private Banker

Fairhope, AL · On-site

... planning. Private Bankers ensure the company's credit quality standards are met or exceeded and ... promote Private Wealth Management capabilities for internal associates and external client ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Alabama

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 14, 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.

Private Client Relationship Manager

First Horizon Bank

Birmingham, AL • On-site

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

Location: On site at location listed in job posting
Summary
The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Essential Duties and Responsibilities
  • Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
  • Serve as a trusted financial advisor by thoroughly understanding each client's financial situation, goals, and needs.
  • Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
  • Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
  • Collaborate with cross-functional partners-including credit, trust, mortgage, planning, and insurance-to deliver an integrated client experience.
  • Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
  • Maintain a strong presence in the community to generate referrals and build new client relationships.
  • Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
  • Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
  • Ensure compliance with regulatory requirements and internal policies, completing required training on time.
  • Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
  • Bachelor's degree
  • 1-3 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
  • Proven record managing affluent and high-net-worth client relationships
  • Advanced credit knowledge and experience structuring complex lending solutions
  • Strong understanding of deposit, credit, and investment products
  • Demonstrated success in a goal-oriented, performance-driven environment
  • Excellent interpersonal, presentation, and relationship management skills
  • Proficiency in Microsoft Office and CRM tools
  • Must comply with SAFE Act requirements within 30 days of employment

Certificates, Licenses, and Registrations
  • FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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