Zachary Taylor
Associate Wealth Advisor at Schwab Wealth Advisory
- Role
- Associate Wealth Advisor at Charles Schwab
- Location
- Mobile, AL, US
- LinkedIn followers
- 500 followers
About Zachary Taylor
I am currently working as an Sr. Associate Private Client Advisor at Charles Schwab in Indianapolis. I have enjoyed nearly 3 years with the firm beginning as a client service representative, to Pinnacle Broker, and now as an Associate Advisor. Prior to Schwab I began my career in banking and finance at Wells Fargo as a Personal Banker. I specialized in debt and credit consolidation and referring HNW clients to our Private Banking group. In 2014 I graduated with a BA from the University of South Alabama in International Relations with a minor in Spanish language and culture. I seek to continue to grow my knowledge base within the finance industry and eventually work my way into a role as a Private Client Advisor or a Portfolio Consultant. Wealth Management and Planning is a unique and ever changing field that I am happy to be employed in. I have begun studying for the CFP and look forward to adding that to my list of accomplishments.
Experience
Associate Wealth Advisor
May 2020 — Present · Indianapolis, IN, US
Education
Robertsdale High School
High School Diploma, Regular/General High School/Secondary Diploma Program
2003 — 2007
University of South Alabama
Bachelor's Degree, International Relations and Affairs
2007 — 2014
Skills
- Youtube
- Microsoft Office
- Sales
- Microsoft Word
- Organizational Communication
- Customer Service
- International Relations
- Osha 30-Hour
- Telephone Skills
- Merchandising
- Social Networking
- Time Management
- Hazmat Trained
- Powerpoint
- Microsoft Excel
- Retail
- Pre-Professional Language Specialization in Spanish - Conversationally Fluent
- Training
- Spanish
- Management
- Team Building
- Leadership
- Mobile Devices
- Recruiting
- Public Speaking
- Constant Contact
- Translation
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