What are the responsibilities and job description for the Associate Financial Planner position at Kassouf?
Firm Overview
Kassouf Wealth Advisors is an independent fee-only registered investment advisory firm, headquartered in Birmingham, Alabama.
Kassouf Wealth Advisors understands that any goal is achieved based on the effectiveness of the team. That is why team development, leadership, and personal effectiveness are cornerstones of our vision. By promoting a culture that fosters self-improvement, upward mobility, and continued education, we commit to strive for excellence every day.
Position Summary
Kassouf Wealth Advisors seeks strategic, forward-thinking professionals to join our growing fee-only wealth management and financial planning team. We help clients achieve their financial and life goals through a disciplined approach centered on wealth enhancement, wealth protection, and wealth transfer. Our mission is to provide comprehensive planning, personalized advice, and long-term guidance that empowers clients and their families to make informed decisions and achieve lasting financial success. This position takes place onsite at our office in Birmingham.
As our firm continues to expand, we are looking for candidates at various stages of their careers, from entry-level professionals beginning their financial planning journey to experienced advisors with several years of wealth management experience.
The ideal candidate is a strong communicator who enjoys building meaningful client relationships and delivering thoughtful financial planning solutions. Successful team members are analytical, detail-oriented, and committed to helping clients navigate life's financial opportunities and challenges. They possess a proactive mindset, balancing clients' immediate needs with long-term strategies designed to enhance, protect, and efficiently transfer wealth across generations.
This position is well-suited for individuals who are intellectually curious, highly organized, and passionate about serving others. Successful candidates are not expected to bring an existing book of business, allowing them to focus on developing their planning expertise and delivering exceptional client service within a collaborative team environment.
Responsibilities
Kassouf Wealth Advisors is an independent fee-only registered investment advisory firm, headquartered in Birmingham, Alabama.
Kassouf Wealth Advisors understands that any goal is achieved based on the effectiveness of the team. That is why team development, leadership, and personal effectiveness are cornerstones of our vision. By promoting a culture that fosters self-improvement, upward mobility, and continued education, we commit to strive for excellence every day.
Position Summary
Kassouf Wealth Advisors seeks strategic, forward-thinking professionals to join our growing fee-only wealth management and financial planning team. We help clients achieve their financial and life goals through a disciplined approach centered on wealth enhancement, wealth protection, and wealth transfer. Our mission is to provide comprehensive planning, personalized advice, and long-term guidance that empowers clients and their families to make informed decisions and achieve lasting financial success. This position takes place onsite at our office in Birmingham.
As our firm continues to expand, we are looking for candidates at various stages of their careers, from entry-level professionals beginning their financial planning journey to experienced advisors with several years of wealth management experience.
The ideal candidate is a strong communicator who enjoys building meaningful client relationships and delivering thoughtful financial planning solutions. Successful team members are analytical, detail-oriented, and committed to helping clients navigate life's financial opportunities and challenges. They possess a proactive mindset, balancing clients' immediate needs with long-term strategies designed to enhance, protect, and efficiently transfer wealth across generations.
This position is well-suited for individuals who are intellectually curious, highly organized, and passionate about serving others. Successful candidates are not expected to bring an existing book of business, allowing them to focus on developing their planning expertise and delivering exceptional client service within a collaborative team environment.
Responsibilities
- Prepare financial planning projections, analysis, and client deliverables.
- Provide planning support in the areas of cash flow, retirement, investments, tax, estate, charitable and risk management.
- Analyze client financial status.
- Identify and recommend financial opportunities.
- Develop and deliver comprehensive financial planning tailored to clients’ evolving needs.
- Prepare for and participate in client meetings.
- Assist clients with plan implementation and work with clients’ other advisors.
- Follow up with clients on action items.
- Resolve client issues and questions.
- Build strong relationships to retain existing clients.
- Research financial planning topics.
- Bachelor’s degree from an accredited university – major in financial planning, finance, business or accounting preferred.
- CFP® designation preferred or demonstrated progress towards achieving.
- 0 -5 years of proven experience as Financial Planner.
- Ability to analyze financial information and comply with regulations.
- Proficiency in MS Office, CRM systems, and financial planning software.
- This is a professional level position that requires organization, attention to detail, critical thinking, strong work ethic, and high emotional intelligence.
- Ability to work both independently and collaboratively.
- Must be a self-starter and committed to collaborating with the team to complete projects and delivering exceptional services to clients.
- Strong accountability and initiative to complete time-sensitive tasks.
- Effective communication and interpersonal skills.
- Interest in professional development and long-term career growth to contribute and share in the firm’s success.
- Competitive compensation including salary and bonus commensurate with experience.
- Health insurance.
- Short & long-term disability.
- Flexible Spending Account (FSA).
- 401(k) retirement plan with employer match.
- Continuing education and professional dues are supported.