Location
Dothan, Alabama, United States
Posted
July 21, 2026
Job Description
Personnel Resources is hiring a Financial Advisor for a growing and established independent wealth management and financial planning firm. This position is ideal for a professional who enjoys building meaningful relationships, serving clients at a high level, and helping families make informed financial decisions. Unlike many advisor roles, this opportunity is focused on client service and relationship management rather than sales, prospecting, or business development.
Our Core Values
CARES
Community • Accessibility • Relationships • Education • Service
Community • Accessibility • Relationships • Education • Service
Key Responsibilities
- Conduct client review meetings and ongoing service appointments
- Build and maintain trusted client relationships
- Assist clients with retirement, investment, and financial planning questions
- Coordinate planning recommendations and implementation needs
- Collaborate with team members to deliver an exceptiona...