Top 15 Wealth management advisor 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
Financial Advisor
The Piedmont Group —Birmingham, AL
- $70,000 - $150,000 a year
- Full-time
- Mid-level
- Business development
- US work authorization
Quick Apply
Financial Advisor / Financial Professional (Training Provided) | Hybrid | Birmingham, AL
New York Life —Birmingham, AL
- $83,001.56 - $120,000.00 a year
- Full-time
- Hybrid work
- Office
- Business development
- In-person
- Health savings account
- Disability insurance
Quick Apply
14d
Financial Advisor
First Command Financial Services, Inc. —Birmingham, AL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Private Wealth Advisor I/II/III
Trustmark Bank —Birmingham, AL
- Full-time
- CPA
- Mid-level
- Office
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
Private Bank Wealth Advisor III
Huntington Bank —Birmingham, AL
- Full-time
- Office
- Business development
- Bachelor's degree
Wealth Management Associate
Equitable Advisors —Birmingham, AL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Managing Director – Wealth Management
TruOak Financial Partners —Birmingham, AL
- $75,000 - $150,000 a year
- 5 years
- Mentoring
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
Trust Administrator - Birmingham
Argent Financial Group —Birmingham, AL
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays

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Investment Services Sales Assistant
Regions —Hoover, AL
Contributes to sales and relationship‑management efforts by scheduling appointments, conducting follow-up calls, and preparing or maintaining client-facing…
$43,500 - $52,540 a year
Marketing/Scheduling Assistant
Spero Partners, Inc. —Birmingham, AL
Experience using Microsoft Office Suite, including Outlook, Word, Excel, Teams, and calendar-management tools. CRM and case follow-up*.
$25 - $30 an hour
Quick Apply
2d

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$63,750 - $106,250 a year
4d

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wealth management advisor 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

wealth management advisor jobs in birmingham, al

Financial Consultant Partner - Birmingham, AL

Financial Advisor

Financial Advisor / Financial Professional (Training Provided) | Hybrid | Birmingham, AL

Financial Advisor

Private Wealth Advisor I/II/III

Investment Consultant - Relationship Manager

Wealth Advisor Associate

Private Bank Wealth Advisor III

Wealth Management Associate

Managing Director – Wealth Management

Trust Administrator - Birmingham

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Investment Advisor

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