Financial Advisor

Company: Robert Half
Location: Birmingham
Posted on: February 20, 2026

Job Description:

Job Description Job Description Our client is seeking a motivated and client-focused Financial Planner to join their growing team in Birmingham, Alabama. This role offers a strong balance of client interaction and strategic planning, along with significant earning potential through a salary plus commission compensation structure. Position Overview This role is approximately 30% client-facing, working directly with employees and clients to review financial plans, retirement goals, and investment strategies. The Financial Planner will play a key role in educating clients on retirement solutions, including 401(k) plans, and guiding them toward financial and retirement services that best fit their needs. The position requires approximately 25% travel to meet with clients and employees. A flexible hybrid schedule is available, with some work-from-home opportunities. Key Responsibilities Meet with employees and clients to review and discuss financial plans Present retirement and investment solutions, including 401(k) plan options Educate clients on financial planning and retirement strategies Build relationships and follow up with clients on a regular basis Maintain detailed documentation and ensure compliance standards are met Qualifications Series 7 license required 3–5 years of financial planning or investment experience Strong presentation and interpersonal communication skills Ability to build trust and long-term client relationships Self-motivated and comfortable working independently and on the road

Keywords: Robert Half, Auburn , Financial Advisor, Accounting, Auditing , Birmingham, Alabama