Current jobs related to Wealth Management Specialist - Birmingham, Alabama - BMSS Wesson

  • Wealth Management Expert Birmingham

    4 weeks ago

    Birmingham, Alabama, United States BMSS Wesson Full time

    Job OverviewBMSS Wesson Wealth Solutions is seeking a skilled Wealth Advisor to join our team in Birmingham. As a senior-level team member, you will be responsible for client relationships, leadership in team collaboration, and managing the full scope of each client's financial planning.The ideal candidate will have 5-7 years of experience in financial...

  • Wealth Management Professional

    4 weeks ago

    Birmingham, Alabama, United States TalentLink Solutions Full time

    Job DescriptionWe are a Registered Investment Advisory Firm located in Birmingham, Alabama. Our unique business model and nearly 50-year history set us apart from other wealth management firms. We evolved from an investment bank primarily focused on municipal bond advisory and underwriting services to one that helps clients address a broad range of complex...

  • Full Stack Developer for Wealth Management

    4 weeks ago

    Birmingham, Alabama, United States First Horizon Bank Full time

    Job SummaryWe are seeking a highly skilled Full Stack Developer to join our Wealth Management team. As a key member of our team, you will be responsible for designing, developing, and maintaining software applications and processes used by our Wealth Management Business.Key ResponsibilitiesDevelop program logic for new applications or analyze and modify...

  • Cost Management Specialist

    4 weeks ago

    Birmingham, Alabama, United States American Process Management Full time

    Job DescriptionWe are seeking a Cost Management Specialist to support American Process Management (APM) in delivering successful capital projects. APM brings real-time analytics and financial analysis to projects ranging from $100 million to over $3 billion in total cost.Key Responsibilities:Conduct detailed analysis of project financial actuals, cash flows,...

  • Platform Support Specialist

    1 month ago

    Birmingham, Alabama, United States Argent Financial Group Full time

    Job OverviewArgent Financial Group is a leading wealth management firm seeking a skilled Systems Specialist to maintain our system software platforms. The ideal candidate will have a strong background in operational systems, troubleshooting, and reporting.The Systems Specialist will be responsible for:Maintaining system software platformsAssisting user...

  • Tax Law Specialist

    3 weeks ago

    Birmingham, Alabama, United States Gpac Full time

    **About GPAC**GPAC is a leading search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.**Our Partner Firm**Our partner firm in Alabama is a respected law...

  • Nursing Student

    4 weeks ago

    Birmingham, Alabama, United States NHS Management Services Full time

    Nursing Student - Patient Care SpecialistAs a Nursing Student - Patient Care Specialist with NHS Management Services, you will have the unique opportunity to work alongside patients on their road to recovery from various conditions. Your role will involve performing a variety of duties under the delegation, direction, and supervision of the Licensed Nurse on...

  • Laundry Attendant

    3 weeks ago

    Birmingham, Alabama, United States Crestview Management, LLC Full time

    Crestview Management, LLC is seeking a highly skilled Laundry Attendant - Hotel Linen Care Specialist to join our team at Marriott Birmingham. Location: Marriott Birmingham, 3590 Grandview Pkwy, Birmingham, Al 35243 As a Laundry Attendant - Hotel Linen Care Specialist, you will play a critical role in ensuring that all hotel linens and towels are cleaned and...

  • Office Manager

    1 month ago

    Birmingham, Alabama, United States Service Care, Inc. Full time

    Job Title: Office Manager - Bookkeeping SpecialistEmbark on a rewarding career journey with Service Care, Inc. as a full-time Office Manager - Bookkeeping Specialist. Unlock your potential and join a team committed to excellence in appliance repair and customer care.About Service Care, Inc.Service Care has provided appliance repair in Birmingham, Alabama,...

  • Compliance and Risk Management Specialist

    7 days ago

    Birmingham, Alabama, United States Distinctive Living Full time

    Job Title: Compliance and Regulatory SpecialistJob Description:The Clinical and Regulatory Compliance Specialist will be responsible for providing professional registered nursing oversight and involvement when needed across the portfolio of the managing company.Key Responsibilities:Delegates specific clinical tasks to community care staff guided and as...

  • Software Asset Management Implementation Specialist

    4 weeks ago

    Birmingham, Alabama, United States Regions Bank Full time

    We are seeking a highly skilled Software Asset Management Implementation Specialist to join our team at Regions Bank. This role is responsible for reviewing and analyzing technology assets during their lifecycle, ensuring compliance with our policies and guidelines.The ideal candidate will have a strong background in technology asset management, with...

  • IT Infrastructure Support Specialist

    4 weeks ago

    Birmingham, Alabama, United States RFG Advisory Full time

    Job Title: IT Helpdesk TechnicianJob Type: Full-timeDescription:We are seeking a skilled IT Helpdesk Technician to join our team at RFG Advisory. As a Helpdesk Technician, you will be responsible for providing top-notch technical support and ensuring seamless operations.Key Responsibilities:Sort, classify, and prioritize IT-related tickets, ensuring proper...

  • Part-Time Security Officer

    4 weeks ago

    Birmingham, Alabama, United States BEST Crowd Management Full time

    Job Title: Security Officer - BJCCCompany: BEST Crowd ManagementLocation: Birmingham-Jefferson Convention Complex - Birmingham, ALPay: $16 / hrJob Type: Part-timeSummary: BEST Crowd Management is seeking a skilled Event Security Specialist to join our team. As a Security Officer, you will play a critical role in ensuring the safety and security of attendees,...

  • Energy Management Systems Support Specialist

    4 weeks ago

    Birmingham, Alabama, United States Brooksource Full time

    Job SummaryBrooksource is seeking a highly skilled Technical Support Specialist to join our team in Birmingham, Alabama. As a Technical Support Specialist, you will be responsible for providing critical support to our clients in the energy sector.Key ResponsibilitiesMonitor and troubleshoot SCADA and related systems for health and operational...

  • Financial Management Specialist

    4 weeks ago

    Birmingham, Alabama, United States Virtual Full time

    Job Summary:We are seeking a skilled Financial Management Specialist to join our team at Virtual. As an Interim Assistant Controller, you will be responsible for overseeing month-end close, improving AP/AR processes, and preparing financial statements.Key Responsibilities:Oversee month-end close, including journal entries and reconciliations.Improve AP/AR...

  • Senior Automotive Account Manager

    3 weeks ago

    Birmingham, Alabama, United States Peak Performance Team Full time

    Peak Performance Team is seeking a highly motivated and experienced Senior Automotive Account Manager to join our team.The ideal candidate will have a proven track record in acquiring and developing new automotive accounts, with a focus on F&I product sales and overall performance improvement.Key Responsibilities:Prospect and acquire new automotive...

  • BMSS Campus Recruiting Specialist

    1 month ago

    Birmingham, Alabama, United States BMSS, LLC Full time

    Job Opportunity at BMSSWe are seeking a highly motivated and detail-oriented individual to join our team as an intern at BMSS, LLC.About BMSSBMSS is a top 100 advisory and CPA firm in the U.S., providing services such as tax planning, compliance and assurance, merger and acquisition, advisory, wealth management, accounting services, payroll, and IT...

  • Configuration Management Specialist

    4 weeks ago

    Birmingham, Alabama, United States Integral Services Company Full time

    Job Summary:The Configuration Management Specialist will provide Configuration Management (CM) support services for the Air National Guard (ANG) 181 Intelligence Support Squadron (ISS) and common user communication computer systems.Responsibilities:Ensure that unit mission system configuration documentation is accurately continuously maintained and...

  • Office Manager

    1 month ago

    Birmingham, Alabama, United States Service Care Inc Full time

    About Service Care Inc.Service Care Inc. is a reputable appliance repair company based in Birmingham, AL, with a rich history dating back to 1934. Our commitment to quality workmanship, excellent customer service, and fair prices has earned us a loyal customer base.Job SummaryWe are seeking a highly skilled Office Manager - Bookkeeping Specialist to join our...

  • Dental Care Specialist

    4 weeks ago

    Birmingham, Alabama, United States Dental Care of Hoover Full time

    Comprehensive Dentist OpportunityDental Care of Hoover is seeking a skilled General Dentist to join our team. As a leader in our supported office, you will have the autonomy to provide exceptional lifetime patient care while benefiting from unparalleled educational offerings and support.What We Offer:Competitive benefits, including health insurance and...

Wealth Management Specialist

1 month ago

Birmingham, Alabama, United States BMSS Wesson Full time
Job Overview

BMSS Wesson Wealth Solutions is seeking a highly skilled Wealth Advisor to join our team. As a senior-level team member, you will be responsible for client relationships, leadership in team collaboration, and managing the full scope of each client's financial planning.

Key Responsibilities:

  • Serve assigned existing clients as the primary relationship manager.
  • Build client base through networking and referrals from the BMSS CPA firm and the marketplace.
  • Quarterback client meetings and related preparation, manage the processes of financial planning and investment policy setting, develop solutions for client fact sets and problems, and oversee the delivery of advice and recommendations.
  • Proactively maintain strong client relationships and provide proactive financial guidance.
  • Promote ethical behavior within the team, handle complex situations with fairness, and address unethical behavior.
  • Manage multiple tasks and deadlines, anticipate issues, and support the team reliably.
  • Encourage team accountability, hold others accountable constructively, and develop accountability strategies.
  • Handle high-pressure situations confidently, support others during challenges, and refine personal resilience strategies.
  • Anticipate urgent needs, guide the team in managing time-sensitive tasks, and balance immediate and long-term priorities.

Requirements:

  • 5-7 years of experience in financial advisory roles, including experience managing high-net-worth clients.
  • Experience and expertise in delivering wealth management solutions to high-net-worth clients.
  • Strengths in mentoring and leadership.
  • Demonstrated success in developing and implementing complex financial strategies with multiple specializations being brought together as a team to serve more sophisticated financial needs.

Preferred Qualifications:

  • CFP certification preferred
  • Series 65

About BMSS Wesson Wealth Solutions:

BMSS Wesson Wealth Solutions is a fee-for-service registered investment advisor (RIA) wholly owned by BMSS Advisors & CPAs. Our distinctive approach in the financial services industry empowers our team members to excel. Through work that aligns with the way you were designed, you are positioned to achieve lasting impact in the lives of our clients.