Wealth Advisory Partner

Charles Schwab; Birmingham (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off & sabbatical after 5 yrs

Parental leave and family building

Job summary

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.

Qualifications

• FINRA Series 7 license required
• FINRA Series 66 (63/65) license and Life & Health Insurance anticipated during tenure
• Experience in financial services or client-facing advisory environment preferred

Responsibilities

• Build strong relationships with Senior Financial Consultants and support their practice
• Support delivery of client solutions aligned to financial goals
• Identify opportunities to deepen client relationships and drive growth
• Prepare for and support client meetings, including documentation and follow-up
• Collaborate across the branch and firm to deliver a seamless client experience
• Maintain accurate client information and support daily operations

Skills

Attention to Detail

Job description

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.