Financial Consultant Academy - January and April 2026 Cohorts
3 days ago
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OnsiteFull-timeEntry
Summary
Charles Schwab is seeking candidates for the Financial Consultant Academy - January and April 2026 Cohorts, a 15-month rotational program designed to prepare future Financial Consultants to work directly with clients.
About the Role
As a participant in the Financial Consultant Academy, you will engage in a structured program that includes studying for and passing the FINRA SIE, Series 7 & 66 exams, hands-on training in Client Service & Support, and wealth management training. The program aims to develop your consultative skills and prepare you for a business development role, ultimately leading to a Financial Consultant position within 1-2 years.
About You
Required:
- Completed bachelor’s degree prior to cohort start date or equivalent work-related experience.
- Ability to travel occasionally during the program (less than 10% of the year).
Preferred:
- FINRA SIE license.
- 1+ year of customer service experience.
- 1+ year of sales experience.
- Openness to learn.
- Be coachable.
- Demonstrate relationship management skills through listening and supporting clients' needs.
- Highly preferred spoken languages: Mandarin or Cantonese; preferred spoken languages: Spanish, Portuguese, Hindi, French or German.
Benefits
- 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.
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Cincinnati, OH