Open app
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Planner (CFP/CPA) for HNW Clients - Hybrid

PangeaTwo

Birmingham, AL

PangeaTwo is seeking a Certified Financial Planner in Birmingham, AL, to assist high-net-worth individuals in attaining their financial goals. Candidates should be progressing towards a CFP and possess strong analytical and communication skills. The firm offers a flexible work environment emphasizing family-first culture. Responsibilities include interviewing clients, creating customized financial plans, and using various financial planning software. A Bachelor’s degree is required, along with a strong work ethic. #J-18808-Ljbffr

Apply
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Wealth Planner (CFP/CPA) for HNW Clients - Hybrid in Birmingham, AL vacancy
  • Planning and Consulting Strategist

    $127.5k - $175k

     ...High-Net-Worth Clients. Shape Your Future...  .... If you're a CFP® professional who...  ...Senior Financial Planners are expected to...  ...as part of our hybrid work model. Hours...  ...+ years serving HNW clients. ~ CFP...  ...certification (CPA preferred; TPCP®...  ...tax, wealth management, and... 
    High net worth
    Full time
    Temporary work
    Work experience placement
    Summer work
    Work at office
    Immediate start
    Work visa
    Monday to Friday
    Flexible hours
    Shift work
    3 days per week

    Savant Wealth Management

    Birmingham, AL
    1 day ago
  • Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE

    $76k - $125.3k

     ...of contact for a wide range of clients and colleagues. This is an...  ...experience Progression towards CPA license, Enrolled Agent or a licensed...  ...understanding of estate and wealth planning Experience with...  ...our team‑led and leader‑enabled hybrid model. Our expectation is for... 
    High net worth
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Birmingham, AL
    4 days ago
  • Wealth Advisor III
     ...Wealth Advisor Serve as primary relationship advisor for high net...  ...ultra-high net worth wealth clients. Responsible for developing and...  ...Certified Public Accountants (CPA), attorneys, civic associations...  ..., Finance or Economics ~ CFP preferred or CTFA, CFA, CPA, JD... 
    High net worth
    Work at office
    Local area

    SunTrust Investment Services, Inc.

    Homewood, AL
    1 day ago
  • Wealth Client Advisor
     ...Level: 4 Year Degree Preferred Job Category: Wealth Management Oakworth Capital Bank is...  ...well as supporting our current & future clients. An ideal candidate would meet the qualifications...  ...of experience in the financial industry CFP, CFA, MBA, or JD would add value to this... 
    Suggested
    Full time
    Work at office
    Local area

    OakworthTalent

    Birmingham, AL
    7 hours ago
  • Private Bank Wealth Advisor III - Remote
     ...Huntington Bank in Birmingham, AL, seeks a Private Bank Wealth Advisor III responsible for managing and delivering high-net-worth clients' Wealth Plans. This role involves building and maintaining strong client relationships and providing legendary service while coordinating... 
    High net worth
    Work at office
    Remote work
    Flexible hours

    Huntington Bank

    Birmingham, AL
    8 hours ago
  • Private Client Relationship Manager
     ...: On site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing and managing...  ...team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence... 
    High net worth
    Work at office

    First Horizon Bank

    Birmingham, AL
    2 days ago
  • Senior Private Client Relationship Manager
     ...Location: On site Summary The Private Client Relationship Manager will provide business depository, treasury management, and business...  ...net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects... 
    High net worth
    Temporary work
    Work experience placement
    Local area

    First Horizon Bank

    Homewood, AL
    2 days ago
  • Senior Financial Consultant - Wealth & Client Growth
     ...Financial Consultant to provide financial guidance and develop strong client relationships. The ideal candidate will hold a valid FINRA...  ...Health Insurance. Responsibilities include advising clients on wealth management strategies, engaging clients meaningfully, and adapting... 

    Charles Schwab

    Birmingham, AL
    3 days ago
  • Private Bank Wealth Advisor III
     ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities:... 
    High net worth
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Birmingham, AL
    1 day ago
  • Private Client Tax Manager - Lead HNWI Portfolio & Team
     ...Clark Wood is seeking a Private Client Tax Manager for their Birmingham office. This role entails managing a portfolio of high-net-worth individuals and supervising a small team. Ideal candidates will be ATT or CTA qualified with at least 5 years of personal tax experience... 
    High net worth
    Work at office

    Clark Wood

    Birmingham, AL
    9 hours ago
  • Wealth Management Advisor II
     ...simplify complexity for Private Bank clients by challenging and...  ...articulate and achieve their wealth goals. Create steams of highly...  ...Finance, or Economics is preferred. CFP, CFA, or CPWA industry certification...  ...Certified Public Accountant (CPA) will also be accepted for... 
    Work experience placement
    Private practice
    Work at office

    Fifth Third

    Birmingham, AL
    7 hours ago
  • Senior Indirect Tax - Sales & Use Strategist (Hybrid)
     ...include advising on indirect tax changes, optimizing tax strategies, and managing stakeholder relationships. This role requires willingness to travel and adapt in a hybrid working environment, with competitive compensation and extensive benefits offered. #J-18808-Ljbffr... 

    Ernst & Young Oman

    Birmingham, AL
    3 days ago
  • Senior Talent Acquisition Strategist Birmingham (Hybrid)
     ...years of experience in corporate staffing and sourcing with a focus on Director-level positions. Strong communication skills and knowledge of recruiting trends are essential. This position offers a hybrid work schedule with opportunities for growth. #J-18808-Ljbffr... 

    Spire

    Birmingham, AL
    3 days ago
  • CPA / Accountant
     ...Description Stone, Avant & Daniels, P.C. is a Homewood, AL based CPA firm with business clients located throughout Alabama. We are seeking a motivated CPA...  ...during the off season. In office is preferable however a hybrid role will be considered. The firm offers excellent... 
    Full time
    Work at office
    Flexible hours

    Stone, Avant & Daniels, P.C.

    Homewood, AL
    17 days ago
  • Hybrid Audit Senior/Supervisor - Top AL Mid Size Firm - Privately Owned

    $110k

     ...Job Description Audit Senior / Audit Supervisor Hybrid Opportunity | Leading Mid-Size CPA Firm | Alabama One of Alabama’s premier mid-size CPA...  ...leadership to stay focused on what matters most: their people, clients, and long-term vision. This is an outstanding... 

    Levelociti

    Birmingham, AL
    4 days ago
  • Hybrid Lead Production Planner Lean Supply Chain
     ...and legal standards. The ideal candidate will have strong experience in supply chain within the FMCG/CPG sector, excellent communication abilities, and proven leadership skills. Hybrid work options are available, supporting three days in the office. #J-18808-Ljbffr... 
    Work at office

    Mondelez España Galletas Production SLU

    Birmingham, AL
    3 days ago
  • Employee Benefits Client Strategist
     ...The Baldwin Group in Birmingham, Alabama is seeking a Client Executive responsible for setting client strategy and managing overall service for various clients. The ideal candidate will have two to four years of experience in insurance, strong communication and analytical... 

    The Baldwin Group

    Birmingham, AL
    3 days ago
  • Insurance Client Service Specialist
     ...Client Service Specialist Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It'...  ...Tuition reimbursement and professional development opportunities Hybrid Work / Remote work Charitable contribution match programs... 
    Work at office
    Local area
    Remote work
    Night shift

    Mercer France

    Birmingham, AL
    1 day ago
  • Private Wealth Advisor
     ...Private Wealth Advisor The Private Wealth Advisor...  ...class service to team's clients and continually strives...  ...conjunction with (Sr.) Financial Planner to initiate client...  ...Planner designation, CPA, or CFA is preferred....  ...designation (e.g. CFP, CPA, CFA, CMA, ChFC, etc... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Birmingham, AL
    1 day ago
  • Senior Financial Planner
     ...financial research, and collaborate with clients to tailor financial strategies to meet...  ...closely with families of significant wealth and complexity to analyze and coordinate...  ...Preferred: Relevant industry designation, CPA preferred, CFP, and/or CFA. Systems & Technology... 
    High net worth
    Work at office

    Stifel Financial

    Birmingham, AL
    3 days ago
  • Senior P6 Planner
     ...you get the most out of life. As a Senior Planner in our Transportation team, take on a...  ...Project Controls Policy, attend and guide client progress meetings. Responsible for the completion...  ...skills and expertise. And combine our hybrid working culture and flexible holiday... 
    Contract work
    Local area
    Remote work
    Flexible hours

    AtkinsRéalis

    Birmingham, AL
    3 days ago
  • Senior Town Planner
     ...Opportunity Are you a chartered Senior Town Planner at Planner or Senior level in the...  ...team provides invaluable advice to their clients, and projects range from residential,...  ...Enjoy a healthy work-life balance with our hybrid approach to flexible working. Professional... 
    Work at office
    Local area
    Flexible hours

    Stantec

    Birmingham, AL
    1 day ago
  • M&A Tax Senior Associate - National Office (JD Required)

    $100k - $150k

     ...someone who thrives in a growing environment, while providing clients with exceptional services. This individual will receive training...  ...the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our... 
    High net worth
    Work at office
    Local area

    EisnerAmper

    Birmingham, AL
    21 days ago
  • Certified Public Accountant (CPA)
     ...excellent team and in the best location! The ideal candidate will have an active CPA License or be CPA eligible with 5+years of accounting experience. Experience with tax, audit and client accounting management. Bachelor’s Degree. CPA or CPA Eligible. Normal Hours:... 
    Work at office
    Monday to Friday

    VIP Personnel, Inc.

    Birmingham, AL
    8 days ago
  • Private Client Tax Manager - Birmingham
     ...Private Client Tax Manager - Birmingham (RC-19073) Location Birmingham, England Sector Accountancy (Qualified) Salary Highly Competitive Private Client Tax Manager - Birmingham Are you an experienced Private Client and Personal Tax professional looking for a role offering... 
    Traineeship
    Work at office

    Clark Wood

    Birmingham, AL
    8 hours ago
  • AI Coach (AI Enablement and Adoption)
     ...firm's front-line AI resource. This is a hybrid role that sits at the intersection ofeducator...  ..., Advisory, Outsourced Services, Wealth Management, or teams like HR and Marketing...  ...practical application toreal businessand client-facing problems. Professional services... 
    High net worth
    Remote work
    Work from home
    Work visa

    EisnerAmper

    Birmingham, AL
    4 days ago
  • Senior Tax Associate: Tax Compliance & Research (Hybrid)
     ...compliance services primarily for manufacturing and distribution clients. This role requires managing projects, excellent communication...  ...candidate should possess a BA/BS in Accounting, with a preference for CPA certification. Benefits include generous PTO and flexible work... 
    Flexible hours

    Rödl

    Birmingham, AL
    4 days ago
  • Senior Audit & Assurance Lead - CPA Path
     ...their expanding audit practice. This role will involve meeting client expectations, communicating effectively with management, and ensuring...  ...The ideal candidate will have a BA/BS in Accounting, an active CPA License, and 5-7 years of public accounting experience. Strong... 

    Kassouf

    Birmingham, AL
    7 hours ago
  • Tax Consultant
     ...manner. Long‑term planning for families to build and structure wealth to help achieve objectives (similar to family office) Pre‑Sale tax...  ...are associated with working in a firm specializing in Private Client and Corporate Tax Advisory work. You are expected to take responsibility... 
    Work at office

    Wahed Inc.

    Birmingham, AL
    7 hours ago
  • Tax Preparer CPA Required
     ...Focus Partners Wealth seeks a motivated and qualified individual for...  ...laws as required. Analyze client information and offer recommendations...  ...Preferred Qualifications: CPA, CPA candidate or EA granting...  ...with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.... 
    High net worth
    Full time
    Work at office
    Local area

    Focus Partners Wealth

    Birmingham, AL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Planner (CFP/CPA) for HNW Clients - Hybrid. Be the first to apply!

Related searches