Client Operations Specialist

We're Passionate About Impacting Our Community.
Can You Help Us?

When You're Part of Red Mountain Financial...

You’re a key part of a small team of great people.

You meaningfully impact our clients and generations into the future.

Join a mission to improve our communities.

Support Local & National Charities that Support Financial Education, Widows & Orphans, and more.

You're the right person if you love...

  • Completing client account documents for Schwab and insurance companies
  • Working with vendors until the client accounts are established
  • Updating our CRM (Redtail) as appropriate
  • Preparing reports for client review meetings
  • Preparing proposals and work with vendors as needed
  • Prioritizing our time and attention so we get work on our best projects
  • Manage special projects (there's always something new!)

You're the HIGH-ACHIEVER We're Looking For If...

  • • You’re unusually organized and super detail-oriented
  • • You’re super-reliable. When you say you’ll do something, you’ll do so without question or follow-up.
  • • You have high EQ and naturally work well with others.
  • • You are resourceful and have a “figure-it-out” mentality.

Are We Right For You?

We want your time at Red Mountain Financial to be the best professional experience you ever have:

  • Work WHERE You Want: Embrace the flexibility of a 100% remote role. Of course, you’re welcome to work in the Birmingham, AL, office if you’d like.
  • Work WHEN You Want: Freedom to complete your tasks at any time of day that suits your lifestyle. Let’s work together to find a schedule that fits both of us. We anticipate this being a 20-30 hour per week position.
  • Compensation: Competitive compensation and opportunity for growth!
  • Vacation: Paid vacation that only improves over time!
  • Retirement: Retirement plan with a 3% match
  • Professional Growth: Want to grow? Mentorship, professional education, licensing, etc. are part of your professional growth.

Note: This position is for high-achievers only. If the terms 1035, rollover, paramed, illustration, in-force, APS, ACAT, or ADLs are unfamiliar to you, this isn’t for you.

Apply Now

About Red Mountain Financial

Todd passionately believes in the importance of providing his clients with financial confidence. His goal as an advisor is to offer his clients the confidence of knowing their financial lives are well cared for so they are free to focus on more important priorities such as family, supporting charitable causes or enjoying some well-deserved travel. He provides this financial confidence by embracing common sense, timeless principles and forward thinking. As the firm’s lead financial advisor, Todd delivers custom Total Retirement ℞ Income Plans® to help his clients achieve their goals.

Todd has a bachelor’s degree in business administration from Birmingham-Southern College. He is a CERTIFIED FINANCIAL PLANNER™ professional and carries the Chartered Life Underwriter® and Chartered Financial Consultant® designations. He holds life and annuities licenses, and is a National Social Security Advisor (NSSA) certificate holder and has earned the Certified Tax Specialist (CTS) designation.

Todd married is wife, Tiffany, in 1998, while he was still in college. They have an 11-year-old son, Tucker. Todd and Tucker enjoy fishing, camping and throwing the football together. Todd also enjoys bike riding and is a long-time (still struggling) chess student. Family bonding between the three often occurs at church or on a tennis court.

The website for Red Mountain Financial is www.RedMountainFinancial.net. 

This employment position will require background checks given the independent financial advisor’s association with CreativeOne Wealth, due to regulatory requirements. However, this position is not offered through or by CreativeOne Wealth. Instead, this opportunity is offered solely by Red Mountain Financial. 

Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor. CreativeOne Wealth, LLC and Red Mountain Financial are unaffiliated entities. We do not provide tax or legal advice. Always consult with qualified tax/legal advisors regarding your own unique circumstances.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. 

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.