Description Our client is seeking a motivated and client-focused Financial Planner to join their growing team in Birmingham, Alabama. This role offers a strong balance of client interaction and strategic planning, along with significant earning potential through a salary plus commission compensation structure. Position Overview 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. Key Responsibilities 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 Qualifications 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 Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .