Financial Planning Associate

Job overview

The Financial Planning Associate role is onsite in Huntsville, AL, according to the job description. Compensation is described as a competitive base salary based on experience, with a 10–15% annual discretionary bonus opportunity; the listing also states a $95,000–$115,000 annual salary range. RK Partners’ wealth management practice is seeking support for its lead Wealth Advisor and growing client practice. The associate develops financial plans and recommendations, supports portfolio management and investment operations, and communicates with clients. By taking ownership of client requests and selected relationships, the role helps deliver accurate, high-touch service as the practice grows.

What you'll do

• Develop financial plans and recommendations covering client goals, retirement, investments, tax considerations, and wealth distribution
• prepare for and participate in client meetings
• monitor portfolios, markets, interest rates, and cash needs
• support portfolio implementation and investment management, including tax-efficient strategies and tax-loss harvesting when appropriate
• serve as a client resource and step in when the lead advisor is unavailable
• execute money movement
• maintain client information in planning and CRM systems
• take increasing ownership of selected client relationships.

What we're looking for

Skills & competencies

financial planning associate

huntsville al

rk partners

wealth management

financial planning

portfolio management

client meetings

investment operations

series 7

series 66 preferred

3+ years experience

$95k–$115k

annual bonus opportunity

Work arrangement

• Weekend coverage required

Benefits & perks

• 10–15% annual discretionary bonus opportunity
• potential profit sharing after one year
• employer-subsidized health insurance
• 100% employee dental coverage
• short- and long-term disability
• group life insurance
• SIMPLE retirement plan with 3% employer match.

Why this role

Series 7 required or obtainable within 90 days; Series 66 preferred. Requires 3+ years of financial planning or wealth management experience. Benefits include employer-subsidized health insurance, fully covered employee dental, disability and group life insurance, and a SIMPLE retirement plan with 3% employer match.

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.