Top 37 Wealth manager Jobs in Birmingham Al

Financial Consultant Partner - Birmingham, AL
Charles Schwab —Birmingham, AL
- $27.40 - $39.28 an hour
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
1d
Wealth Management Centralized Trading Analyst
Regions —Hoover, AL
- $53,388.50 - $68,750.00 a year
- Full-time
- Customer service
- Office
- High school diploma or GED
- Health savings account
- Health insurance
10d
Planning Strategist
Savant Wealth Management —Birmingham, AL
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Wealth Management Associate
Equitable Advisors —Birmingham, AL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Client Associate
Bank of America —Birmingham, AL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Business Unit Compliance Analyst
Regions —Hoover, AL
- $66,712.25 - $83,080.00 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Health insurance
3d
Private Bank Wealth Advisor III
Huntington Bank —Birmingham, AL
- Full-time
- Office
- Business development
- Bachelor's degree
Wealth Management Business Solutions Generalist
Regions —Birmingham, AL
- $74,500.80 - $88,870.00 a year
- Full-time
- Marketing
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Private Client Relationship Manager
First Horizon Bank —Birmingham, AL
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Portfolio Manager - StoneX Wealth Management
StoneX Group —Birmingham, AL
- Research
- Office
- Finance
Private Wealth Advisor I/II/III
Trustmark Bank —Birmingham, AL
- Full-time
- CPA
- Mid-level
- Office
Financial Advisor
First Command Financial Services, Inc. —Birmingham, AL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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
1d
Wealth Management Middle Office Specialist - Cash Processing
Regions —Hoover, AL
- $40,000 - $48,310 a year
- Overtime
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Health insurance
14h
Tax Manager - Private Wealth
Deloitte —Birmingham, AL
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
5d
Financial Advisor
The Piedmont Group —Birmingham, AL
- $70,000 - $150,000 a year
- Business development
- Bachelor's degree
- US work authorization
- Disability insurance
- Dental insurance
Quick Apply
Governance Risk Compliance Wealth Management Analyst
Regions —Hoover, AL
- $62,990.95 - $78,270.00 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Financial Advisor
Northwestern Mutual —Vestavia, AL
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
14d
Trust Administrator - Birmingham
Argent Financial Group —Birmingham, AL
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Scorology —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Residential
- Business development
- Professional development assistance
- Flexible schedule
Quick Apply
11d

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wealth manager jobs near birmingham al

Financial Consultant Partner - Birmingham, AL

Charles Schwab -
Birmingham, AL

Apply Now

Job Details

$27.40 - $39.28 an hour
1 day ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
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

Birmingham, AL

Requisition ID 2026-123756 Category Retail Branch Position type Regular Pay range USD $27.40 - $39.28 / Hour Application deadline 2026-08-07

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 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

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

wealth manager jobs in birmingham al

Financial Consultant Partner - Birmingham, AL

Wealth Management Centralized Trading Analyst

Planning Strategist

Wealth Management Associate

Wealth Management Client Associate

Wealth Management Business Unit Compliance Analyst

Private Bank Wealth Advisor III

Wealth Management Business Solutions Generalist

Private Client Relationship Manager

Portfolio Manager - StoneX Wealth Management

Private Wealth Advisor I/II/III

Financial Advisor

Managing Director – Wealth Management

Wealth Management Middle Office Specialist - Cash Processing

Tax Manager - Private Wealth

Financial Advisor

Governance Risk Compliance Wealth Management Analyst

Financial Advisor

Trust Administrator - Birmingham

Licensed Financial Professional | Build Your Practice. Expand Your Future.

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What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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