We are looking to add an Associate Advisor to our Huntsville, AL team.
The Associate Advisor is an entry-level advisory position. The Associate Advisor is pursuing a CFP designation and gaining financial planning knowledge and skills in the role. This individual will work closely with their advisory team members to provide day-to-day support to clients and prospects, assist in the preparation and presentation of financial plans, and prepare and manage the follow-up of client meetings. Read more about this role here.