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Posted: Saturday, January 20, 2018 10:21 AM

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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
relationships.
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
onboarding.
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
preferred
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,
Outlook).
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 .

Apply Online

or contact us at bp+23396370@jobvertise.com


• Location: Birmingham

• Post ID: 28609382 birmingham
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