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Wealth Advisory Partner
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-07-25
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab is seeking a Financial Consultant Partner to support and grow affluent practice within a client‑facing role. You’ll partner with Senior Financial Consultants, strengthen relationships, and build advisory skills through hands‑on experience and mentorship.
You’ll connect clients with advisors, identify opportunities, and deliver a high‑quality client experience while maintaining precise client records and collaborating with branch teams for ongoing business development.
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