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Weekend Wealth Management Jobs in Alabama (NOW HIRING)

WSFS Bank

We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people ...

New

WSFS Bank

$92K - $152K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and ...

New

WSFS Bank

$92K - $152K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and ...

New

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

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All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Alabama

Weekend Wealth Management information

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

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

How many hours a week do you work in weekend wealth management?

Weekend wealth management professionals typically work around 20 to 30 hours per week, primarily during weekends and occasional weekday meetings. The schedule depends on client needs and firm policies, and some roles may require flexibility or additional hours for client consultations and financial planning tasks.

What are the most commonly searched types of Wealth Management jobs in Alabama?

The most popular types of Wealth Management jobs in Alabama are:

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

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

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

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

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

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

Weekend Wealth Management jobs near you

J.P. Morgan Wealth Management - Private Client Advisor - Huntsville, AL

JPMorgan Chase & Co.

Huntsville, AL • On-site

Full-time

Medical, Retirement

Posted 17 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description


At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans

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