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Bridgeworth Wealth Management, a fast-growing dynamic wealth management firm, is looking to expand its team. Our unique foundation is built on a culture of collaboration and innovation. We believe in advising and supporting each of our clients and each other. In 2021, InvestmentNews ranked us #1 Best Places to Work for Financial Advisors, and we attribute this to our belief that our people are our greatest asset. Our values emphasize teamwork, work-life balance, and celebrating the small things in life.

Bridgeworth’s culture is routinely recognized by industry and professional peers. As one of the Southeast’s largest RIA firms, our national and local accolades speak to our commitment to looking forward and moving this industry forward. For the past three years, InvestmentNews has named us Best Places to Work for Financial Advisors. Financial Times has rated us one of the Top 300 RIAs for four years, Entrepreneur Magazine ranked us Top Company Cultures in 2018, and, for the last ten years, we have received Best Places to Work from the Birmingham Business Journal.

With offices in Birmingham and Huntsville, Alabama, our team has over 50 members, and we continue to grow. We believe the best client experience begins with a dedicated and caring team striving to achieve excellent results and mastery of their duties.

We are looking to hire a Planning Coordinator in our Huntsville office. This is an entry-level position (year 1-3) in our career track for someone whose goal is to become a CERTIFIED FINANCIAL PLANNER™ professional. You will work closely with our Director of Planning, interact with senior advisors, and gain exposure to all aspects of planning and asset management.


Job Description & Requirements

What You Will Do
  • Gather and review client financial data.
  • Learn to prepare comprehensive financial plans.
  • Serve as part of our planning department, supporting all advisors at the firm.
  • Participate in client meetings, take notes, and input data into CRM and planning software.
  • Assist with meeting preparation.
  • Handle follow-up tasks from meetings as assigned by advisors.
What We Seek
  • Bachelor’s degree with a major in finance, accounting, or business.
  • Financial Planning coursework (through a registered program at a college or university or the College for Financial Planning) is preferred.
  • Demonstrated proficiency in Microsoft Office Suite and ability to learn our CRM and other planning software.
  • Ability to stay organized, set priorities, and work independently while working as part of a team.
  • Excellent written and verbal communication skills.
  • Attention to detail is critical.
  • Willingness to learn.
What We Offer
  • Career Track and Training Program
  • Competitive base salary and bonus
  • Excellent company 401(k) and matching program
  • Medical coverage
  • Dental coverage
  • Life insurance coverage
  • Disability insurance
  • Flexible spending account
  • Generous paid vacation and holidays
  • Hybrid work flexibility
  • Continuing education benefits

For more information or to apply, email Andrew D’Amico.

Bridgeworth Wealth Management is a registered investment adviser.