Wealth Advisor

Location

This full-time position is based in our Birmingham, Alabama, office and requires five days per week on-site. However, highly qualified candidates in nearby markets—such as Atlanta, Nashville, or Mobile—may be considered if they can commit to working in the Birmingham office five to six times per month.

The Role

The Wealth Advisor Associate will serve as the primary point of contact for an established group of CMC Financial clients, delivering consistent, high-quality advice and relationship management. This is a book-management role.

Key Responsibilities

• Manage relationships for select clients
• Conduct regular client financial reviews covering investment and estate planning needs
• Coordinate with the broader CMC Financial team, including CMC Tax, the practice's tax preparation and tax planning arm, on complex client matters
• Ensure the maintaining accurate client records and activity
• Obtain and maintain all required licensing and continuing education

Requirements

• Series 65 license, or already in process and able to obtain within 90 days of hire
• CFP®, or CPA/EA credential; CPA candidates are welcome
• 4 to 5 years of relevant client-facing experience
• Ability to multi-task and manage client relationships
• Strong attention to detail and consistent follow-up to every client interaction
• Adapt and pivot effectively as client needs and market conditions shift

Preferred

• Working knowledge of tax and estate planning strategies within a wealth management context

Benefits And Compensation

• Base Salary: $80,000-$90,000
• Variable commission on serviced accounts once Series 65 licensed, creating a competitive total compensation package
• Medical and 401k benefits, with additional benefits to be finalized