Financial Planner Posted Feb 24
Welch Hornsby , Birmingham, AL
Welch Hornsby was founded in 1988 as a Registered Investment

Advisor with the Securities and Exchange Commission. As a regional,

independent and fee-only firm serving clients in over 15 states,

our purpose is straightforward. Our mission is unwavering. Build

and preserve the wealth of individuals, families, and institutional

clients. For nearly 30 years our focused approach has served

individuals and families, endowments, foundations, corporate and

municipal retirement plans, and other institutional entities.

Within our Wealth Business Line we are seeking a financial

planning professional in our Birmingham location with strong

planning skills and an individual with highly developed

interpersonal skills, strong self-awareness and someone that

relates empathetically to people.

Primary Functions

As part of our team, our financial planning professionals

identify and deliver clients' planning needs through a

comprehensive approach to their total wealth and goals. Our

planning professionals:

Work collaboratively with other advisors on client


Oversee and prepare client analysis including but not limited

to: net worth statements, cash flow plans, estate summaries,

insurance reviews, retirement analyses and tax planning.

Facilitate client retention and relationship development.

Assist in client acquisition and coordinate client


Mentor, develop and train planning associates.

Actively participate and contribute to team projects for

efficiency, productivity and client experience.

Continue professional development.

Position Requirements

Four-year college degree - emphasis in a related major


Completed CFP® certification.

Worked in a lead financial planning capacity for several years

and has the technical capabilities to develop a written financial

plan. Fee-only experience preferred.

Proficient in the Microsoft Office suite (Excel, Word,


Experience with industry-specific software is a plus (e.g.,

Naviplan, eMoney, Black Diamond, Junxure).

At Welch Hornsby our assets are our people. Part of our mission

is to enrich not only the lives of our clients but also to enrich

the lives of our employees and the world around us. This will

be our commitment to you. Our culture and talented team earned

us the top spot on the list of

"Best Companies to Work for in Alabama" by Business Alabama

Magazine in 2016. We are always seeking committed and talented

people to align with our mission and to serve our clients well.

Please submit resumes (with cover letters) to .

Employment Type: Permanent

Click here to apply - Please mention that you saw the job on GRC