Senior Wealth Planning Director

A leading wealth management firm in Birmingham is looking for a Technical Specialist/Manager to provide financial planning and investment advice to clients. The ideal candidate will possess a strong technical background in financial planning and investment knowledge, with a proven ability to build client relationships. You'll manage key relationships, contribute to growth, and mentor team members in a supportive, inclusive work environment. Join a firm committed to responsible investment and client-centric service. #J-18808-Ljbffr