Top 65 Financial planners Jobs in Birmingham, Al

Financial Consultant Partner - Birmingham, AL
Charles Schwab —Birmingham, AL
- $27.40 - $39.28 an hour
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
Associate Financial Consultant
Regions —Birmingham, AL
- $40,000 - $100,000 a year
- Full-time
- Office
- High school diploma or GED
- Entry level
- Health savings account
- Health insurance
BUSINESS/FINANCE/MARKETING CTE TEACHER - JACKSON OLIN HS
Alabama State Department of Education —Birmingham, AL
- $51,040 - $102,410 a year
- Background check
- Microsoft Excel
- Microsoft Outlook
Trust Relationship Specialist
Regions —Birmingham, AL
- $43,500 - $52,540 a year
- Overtime
- Word processing
- Research
- Office
- Health savings account
- Health insurance
Financial Aid Advisor
Herzing University —Birmingham, AL
- $20.54 - $29.41 an hour
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Relationship Manager II - C&IB (F)
PNC Financial Services Group —Birmingham, AL
- Full-time
- Customer service
- 5 years
- Public speaking
- Wellness program
- Health savings account
Financial Advisor
The Piedmont Group —Birmingham, AL
- $70,000 - $150,000 a year
- Full-time
- Mid-level
- Business development
- US work authorization
Quick Apply
VP, Branch Manager - Birmingham, AL
Charles Schwab —Birmingham, AL
- $156,000 - $200,000 a year
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
First Command Financial Services, Inc. —Birmingham, AL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Consultant
WealthBridge Financial Group —Mountain Brook, AL
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Private Wealth Advisor I/II/III
Trustmark Bank —Birmingham, AL
- Full-time
- CPA
- Mid-level
- Office
Financial Aid & Veterans Affairs Advisor
Enterprise State Community College —Birmingham, AL
- $39,759 - $57,251 a year
- 8 hour shift
- Mid-level
- Office
- University
- Wellness program
- Health insurance
12h
Investment Consultant - Relationship Manager
Morgan Stanley —Birmingham, AL
- 5 years
- Writing skills
- Office
11d
Wealth Advisor Associate
RFG Advisory —Birmingham, AL
- $80,000 - $90,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
9d
KYC Refresh Associate
StoneX Group —Birmingham, AL
- Full-time
- Research
- Office
- Finance
2d
Private Bank Wealth Advisor III
Huntington Bank —Birmingham, AL
- Full-time
- Office
- Business development
- Bachelor's degree
Fiduciary Solutions Specialist
Renasant Bank —Birmingham, AL
- Customer service
- 5 years
- Writing skills
Workday Financials Sr Consultant
Deloitte —Birmingham, AL
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- Bachelor's degree
Senior Financial Planner
Stifel —Birmingham, AL
- Full-time
- Microsoft Outlook
- CPA
- 5 years
Deputy Chief Compliance Officer
StoneX Group —Birmingham, AL
- $120,000 - $170,000 a year
- Management
- Writing skills
- Research

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financial planners jobs near birmingham, al

Financial Consultant Partner - Birmingham, AL

Charles Schwab -
Birmingham, AL

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Job Details

$27.40 - $39.28 an hour

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Financial Consultant Partner (FCP), you’ll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.

You’ll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise.

Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development
Support delivery of client solutions aligned to financial goals
Identify opportunities to deepen relationships and drive growth
Prepare for and support client meetings, including documentation and follow-up
Collaborate across the branch and firm to deliver seamless client experience
Maintain accurate client information and support daily operations

Why you’re set up for success:

Schwab Training and Development

Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success.

Afterward, continue your development through hands-on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.

Career Pathing

The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.

You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:

Attention to Detail

Ensure accuracy in client interactions, documentation, and operational processes

Identify and address discrepancies early to help maintain a strong, consistent client experience

Building Collaborative Relationships

Partner effectively with Financial Consultants, branch teams, and internal partners to support client needs

Contribute to a team-first culture by sharing insights, supporting peers, and driving collective success

Active Listening

Use active listening and thoughtful questioning to understand client goals and align next steps to their needs

Communicate with clarity and care – confirm understanding, capture key details, and follow through on commitments

Coachability

Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and impact

Demonstrate openness to learning from managers, peers, and mentors – using guidance to accelerate development and improve performance

Adaptability

Adjust your approach based on client needs, changing priorities, and new information – staying focused on delivering strong outcomes

Take ownership of learning and change by embracing new processes, tools, or ways of working to better support clients and the practice

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial planners jobs in birmingham, al

Financial Consultant Partner - Birmingham, AL

Associate Financial Consultant

BUSINESS/FINANCE/MARKETING CTE TEACHER - JACKSON OLIN HS

Trust Relationship Specialist

Financial Aid Advisor

Relationship Manager II - C&IB (F)

Financial Advisor

VP, Branch Manager - Birmingham, AL

Financial Advisor

Financial Consultant

Private Wealth Advisor I/II/III

Financial Aid & Veterans Affairs Advisor

Investment Consultant - Relationship Manager

Wealth Advisor Associate

KYC Refresh Associate

Private Bank Wealth Advisor III

Fiduciary Solutions Specialist

Workday Financials Sr Consultant

Senior Financial Planner

Deputy Chief Compliance Officer

I want to receive the latest job alert for financial planners in birmingham, al

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