About this role
Wealth Planning Associate at Keel Point LLC. Location: Huntsville, Alabama, United States. Role: preparing materials, maintaining data, coordinating schedules Requirements: Bachelor's degree required, 2+ years in wealth management/financial planning or comparable experience; strong organizational and communication skills; familiarity with Microsoft Office and financial planning platforms; interest in CFP® a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Orion, Wealthscape, Wealthbox, MoneyGuidePro, RightCapital, Microsoft Office Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English