Top 20 Wealth management Jobs in Harvest, Al

Practice Manager, Wealth Management
RFG Advisory —Madison, AL
- $90,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Disability insurance
- Health insurance
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CFP - Paraplanner
Redstone Federal Credit Union —Huntsville, AL
- Full-time
- English
- Research
- Office
Wealth Advisor - Huntsville, AL
Truist Bank —Huntsville, AL
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Bank of America —Huntsville, AL
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Huntsville, AL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor
First Command Financial Services, Inc. —Huntsville, AL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Practice Manager, Wealth Management

RFG Advisory -
Madison, AL

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Job Details

Full-time
$90,000 - $100,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
Life insurance

Qualifications

Microsoft Outlook
Spreadsheets
AI tools proficiency
High school diploma or GED
Series 7
Documentation tools
Business operations
Experience practicing in the securities industry

Full Job Description

Investor's Resource runs on trust, precision, and momentum, and the Operations Manager is the person who makes all three possible. This role owns the operational engine of the Huntsville branch, from trading and compliance to client service and office leadership, while serving as the right hand to the Lead Advisor. If you find order energizing, people rewarding, and take quiet pride in being the reason everything runs without friction, this role was built for you.

Location: Huntsville, AL (In-office)

Reports to: Lead Advisor

What You'll Do

Advisor & Client Meeting Support

Prepare meeting notes, agendas, pre-meeting research, and follow-up materials ahead of client meetings.
Manage the Lead Advisor's calendar, priorities, and follow-up items with structure and attention to detail.
Translate direction into organized, trackable action and own the follow-through after meetings end.
Interact with prospective and existing clients for inquiries, requests, and service; execute client and Advisor-requested trades.

Client Service Oversight

Serve as the primary point of contact for incoming calls, voicemail, email, and office traffic.
Maintain client records and tasks in Salesforce, server, and paper files to the highest standard of accuracy.
Oversee resolution of client service requests with care, precision, and consistent follow-through.
Provide informal guidance to the Client Service Representative on workflows, standards, and client service best practices.

Branch Operations & Trading

Oversee branch-wide reports and ensure timely action across the team.
Manage quarterly rebalancing of I.R. Models and bulk trades; oversee check deposits, mailing, supply orders, and petty cash.
Prepare quarterly billing for discretionary client accounts, financial planning invoices, BAA billing, and trade sheets.
Coordinate client gifts, birthday cards, Advisor outreach, and key event logistics; confirm Advisor state registrations.

Compliance & Investment Committee Support

Maintain the branch ad file and serve as the point of contact for the annual compliance audit.
Print and organize Investment Committee materials including model holdings, watch lists, SMAs, and custom investments.
Oversee custom account benchmarking and ensure all compliance documentation is accurate and audit-ready year-round.

Requirements:

Experience

3–5+ years of experience in wealth management operations or a similar client-facing, licensed support role
Familiarity and experience with Schwab
Experience with Salesforce CRM preferred
Experience with Orion
Prior experience in a lead or senior support role preferred

Skills & Competencies

Calm, composed, and dependable in a fast-moving environment
Anticipates needs before they surface and translates direction into organized, trackable action
High service ethic with genuine investment in client outcomes
Strong written and verbal communication skills
Takes initiative without being asked; looks for ways to support teammates proactively
Sound independent judgment with a strong work ethic and commitment to doing things right the first time

Technology & Tools

Proficient in Microsoft Excel, Word, Outlook, PowerPoint, and Adobe PDF
Salesforce CRM experience preferred
Familiarity with Schwab platforms and reporting tools
Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, communication, and workflow efficiency

Education & Licenses

Bachelor's degree strongly preferred; high school diploma required
Series 65 required; Series 7 a plus

Compensation:
$90,000-100,000

Company:

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.

Benefits and Compensation:

Salary: $90,000-$100,000

Health Insurance
3% 401k contribution
Long Term and Short Term Disability
Life Insurance
Dental and Vision

Quick Apply

Refine Your Search

wealth management jobs in harvest, al

Practice Manager, Wealth Management

CFP - Paraplanner

Wealth Advisor - Huntsville, AL

Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market

Financial Advisor - PNC Wealth Management

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

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