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Robert Half Logo Robert Half · Finance

Financial Planner

United States, Birmingham, Alabama · Job Posted February 20, 2026
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Job Description

This role is approximately 30% client-facing, working directly with employees and clients to review financial plans, retirement goals, and investment strategies. The Financial Planner will play a key role in educating clients on retirement solutions, including 401(k) plans, and guiding them toward financial and retirement services that best fit their needs. The position requires approximately 25% travel to meet with clients and employees. A flexible hybrid schedule is available, with some work-from-home opportunities.

Job Responsibility

  • Meet with employees and clients to review and discuss financial plans
  • Present retirement and investment solutions, including 401(k) plan options
  • Educate clients on financial planning and retirement strategies
  • Build relationships and follow up with clients on a regular basis
  • Maintain detailed documentation and ensure compliance standards are met

Requirements

  • Series 7 license required
  • 3–5 years of financial planning or investment experience
  • Strong presentation and interpersonal communication skills
  • Ability to build trust and long-term client relationships
  • Self-motivated and comfortable working independently and on the road

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
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