Keel Point · 15 hours ago
Wealth Advisor
Huntsville, AL
Full-time
Onsite
Mid, Senior LevelKeel Point is a distinguished wealth management firm seeking a Wealth Advisor to join their team. The role involves managing client relationships, developing financial plans, and ensuring a high level of service to clients and their families.
ConsultingFinancial ServicesInformation Services
Hiring Manager
Danielle Storm
Responsibilities
Be the financial advisor responsible for 100-130 households
Be responsible for executing our client service matrix to ensure a high level of service
Develop and present financial plans for prospects and new clients
Create suggested portfolio allocations and recommendations for employer retirement plans
Manage several 401k plan relationships (assist new employees, manage annual meeting)
Prepare for client meetings by updating plan documents and preparing a financial planning driven agenda
Provide timely meeting follow up to ensure action items are addressed and notes are documented
Help our team serve our entire client base through special projects and creating efficient processes
Qualification
Required
Experience working directly with clients and managing client relationships
Currently licensed (SIE, Series 7, Series 66)
Enjoys both the relational and technical components of being an advisor
A knowledgeable planner with a desire to continue learning
Experience developing and maintaining customized financial plans
Comfortable discussing the tax implications of various planning strategies
Has experience with Excel and at least one financial planning software
Experience trading and managing client portfolios
Familiar with using a Client Relationship Manager (CRM)
Likes working on a collaborative team and contributes to a positive team culture
Has a strong work ethic and high personal and professional integrity
Excellent written and verbal communication
Pays attention to details and takes pride in the quality of their work
Benefits
Comprehensive benefits including medical, vision, and dental insurance.
Employer contributions to Health Savings Account and 401(k) to help you plan for your future.
Generous vacation policy to support your work-life balance.
Company
Keel Point
Keel Point is a community of families.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Blount
Chief Financial Officer
Sandra Stephens
CFO/COO
Recent News
2025-09-12
2025-09-10
Company data provided by crunchbase