Investment Service Team Leader

Birmingham, AL

Posted: 03/18/2025 Industry: Employee Benefits & Retirement Services Job Number: ME25.2.24.6 Pay Rate: $80,000 - $95,000 Remote Friendly: Remote Experience:

Job Description

Investment Service Team Leader – 100% remote

A fast-growing wealth management / investment organization is looking for someone to lead their investment client service team.  Ideally, this person would be FINRA licensed and CFP certified.  The role could be based anywhere in CA, OH, CO, TN or AL and would be 100% remote.  This person would oversee and assist the investment client service team on things like account onboarding and processing among other projects.  Best case scenario would be someone out of broker/dealer that has done some work with Schwab and NFS products.  If you or someone you know would like to hear more about the position, please apply. 

Compensation: $80,000-95,000

 

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Matt Ehley

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Discover Your Next Career Opportunity in Beautiful Birmingham, Alabama! This vibrant city nestled in the heart of the South offers a perfect blend of Southern charm and modern amenities. Known for its rich history, delicious southern cuisine, and thriving arts scene, Birmingham is a hidden gem for job seekers looking to grow their careers. Explore job opportunities near iconic landmarks like the Vulcan Park and Museum, catch a show at the Alabama Theatre, or cheer on the Birmingham Barons at Regions Field. With its lush parks, trendy galleries, and bustling cultural events, Birmingham provides an exciting backdrop for your professional journey. Start your job search today and experience the magic of Birmingham!