Wealth Planning Associate

About the Role

At Keel Point, our work begins and ends with the families we serve. As a Wealth Planning Associate, you'll be an essential member of an advisory team, helping clients move toward their most important financial goals. This is a client-focused, relationship-driven role on a growing wealth management team.

You'll partner closely with our advisors to prepare for client meetings, keep the planning process moving, and deliver the attentive, high-touch service our clients count on. For someone who wants to build a lasting career in financial planning, this role offers the opportunity to learn from established and successful advisors in a team environment.

What You'll Do

• Partner with advisors to prepare client review materials and bring together the information needed for meaningful planning conversations.


• Support post-meeting follow-up by maintaining accurate client notes and seeing every action item through to completion.


• Drive plan action items forward in line with our service standards, debriefing with the advisor as needed.


• Collaborate with our Client Service Representatives (CSRs) to respond to client requests and uphold the firm's service model.


• Master and actively use Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital.


• Prepare performance and asset allocation reports that support timely, thorough client reviews.


• Coordinate client and prospect scheduling and communications to ensure seamless, professional experience.


• Enter and maintain client data accurately and completely across multiple platforms.


• Contribute to team initiatives such as tax-season support and client appreciation efforts.

Where This Role Can Lead

We hire Wealth Planning Associates with their growth in mind. Over time, you'll:

• Build the expertise to develop and present comprehensive financial plans independently.


• Deepen your understanding of planning strategies, investment vehicles, and portfolio management.


• Have the support and encouragement to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and related professional development.

What We're Looking For

• Bachelor's degree required; a concentration in financial planning, finance, or a related field is preferred.


• At least 2 years of experience in wealth management, financial planning, or a registered investment advisor (RIA) setting - or comparable internship or coursework in the financial planning field.


• A genuine interest in financial planning and a desire to work directly in service of clients and families. Interest in or progress toward the CFP® designation is a strong plus.


• Strong organizational and communication skills, with comfort using Microsoft Office.


• A client-first mindset and the ability to manage multiple priorities, both independently and as part of a team.


• Familiarity with using AI tools to support research is a plus.

The Details

• Full-time, on-site position based in our Huntsville, AL office.


• Competitive salary and benefits package, including health insurance, a retirement plan, generous paid time off, and professional development support.