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

Financial Planner

Personnel Resources

Overview As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position. This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule. Responsibilities Assess clients' financial needs and develop tailored financial plans to help them achieve their goals. Provide guidance on investment strategies, asset management, and portfolio management. Build and maintain strong customer relationships through effective communication and follow-up. Qualifications Previous banking, finance or insurance background required. Proficiency in financial sales techniques and customer relationship management. Personnel Resources is an equal opportunity employer. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Dothan, AL vacancy
  •  ...: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the Financial Associate is to accurately complete customer transactions received... 
    Suggested
    Work at office
    Night shift

    River Bank & Trust

    Dothan, AL
    2 days ago
  •  ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them... 
    Suggested

    WealthBridge Financial Group

    Dothan, AL
    2 days ago
  • An entry-level security professional who is eager to learn, takes direction well, and executes clearly defined tasks with precision and care. You may not have all the answers yet, but you document everything, follow through without being asked twice, and understand that...
    Suggested
    Local area

    Construction Partners Inc

    Dothan, AL
    4 days ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 29-Oct-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Headland, AL
    4 days ago
  •  ...Financial Advisor – All In CUYour career path should lead to real opportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at All In CU in Dothan, AL would allow... 
    Suggested
    Local area

    The Private Trust Company, an affiliate of LPL

    Kinsey, AL
    2 days ago
  • $16 - $20 per hour

     ...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an... 
    Hourly pay
    Work at office
    Local area
    Shift work

    World Acceptance Corporation

    Dothan, AL
    3 days ago
  •  ...Remote Financial-Services Role Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp. Why This Is Different 1. The work has a point families... 
    Work at office
    Remote work
    Work from home

    AOGarcia

    Dothan, AL
    20 hours ago
  •  ...The Financial Services Representative (FSR) at World Acceptance Corporation of Alabama drives loan sales, manages past-due accounts, and assists customers with tax preparation and other financial services. This on-site role requires daily outbound calls, in-person meetings... 

    World Acceptance Corporation of Alabama

    Dothan, AL
    3 days ago
  •  ...consistency and scale capital based on performance Why Southeast The Southeast — from Atlanta to Miami to Charlotte — has become a serious financial corridor over the last decade, with major bank operations, sovereign-wealth offices, and a growing community of independent... 
    Work at office
    Local area
    Remote work
    Work from home
    Relocation
    Home office

    Maverick Trading

    Kinsey, AL
    4 days ago
  • Parts CounterpersonCoffman International | Dothan, AL 36303Compensation & SchedulePay: Based on experienceSchedule:Monday through FridaySaturday - 7:30 AM - 12PMFull-TimeMust be able to reliably commute to or reside in Dothan, AL 36303, on-site positionCoffman International...
    Local area
    Immediate start
    Monday to Friday

    Coffman International

    Dothan, AL
    2 days ago
  •  ...relationship support.Key ResponsibilitiesFamiliarity with Franchise restaurant lendingMonitor and manage loan portfolio performanceAnalyze financials and update risk ratingsPrepare credit memos, renewals, and modificationsTrack covenants, maturities, and reporting... 

    gpac

    Kinsey, AL
    20 hours ago
  •  ...Support the implementation of new office procedures and administrative systems Communicate with employees, managers, timekeepers, financial staff, and external contacts Review administrative work for accuracy, completeness, and compliance with established procedures... 
    Full time
    Casual work
    Work at office
    Remote work
    Flexible hours

    Federal Screening Careers

    Dothan, AL
    4 days ago
  • Agent Without Borders Are you seeking to elevate your success? Embrace the opportunity to join our collaborative mastermind group, featuring mentorship from Steven Koleno, one of the most forward thinking real estate agents of our time, while partnering with the most...
    Contract work
    For contractors

    OnAgent

    Dothan, AL
    2 days ago
  • AMX Trucking is seeking an experienced Safety Director to lead our safety, compliance, and risk management efforts in Ashford, AL. This hands-on role requires working closely with drivers and operations and navigating DOT/FMCSA compliance, safety investigations, accidents...

    AMX

    Ashford, AL
    7 hours ago
  • Job Summary This is a 9-month position. Applicants must have a valid Alabama Teacher's Certificate in Library/Media Education. Library Media Specialist QUALIFICATIONS: # Master's degree from an accredited educational institution. # Bachelor's degree...
    Immediate start

    Alabama Department of Education

    Dothan, AL
    2 days ago
  • $84k - $122k

    We want a Social Media Manager at Real Estate Plus LLC who treats every AL objection as a clue, not a wall. What you're signing up for is $84,000 - $122,000, an internship cadence, sales marketing ownership, and a Real Estate Plus LLC team that rewards nerve. Key Responsibilities...
    Internship

    Real Estate Plus LLC

    Dothan, AL
    20 hours ago
  • Digital Media Sales And Marketing Consultant Are you a driven sales professional who thrives on building relationships, closing business, and helping local companies grow? Do you enjoy the challenge of identifying opportunities, developing strategic marketing solutions...
    Local area

    Omaha World-Herald

    Dothan, AL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!