Financial Consultant Academy - January 2027 Cohort
About The Position
The Schwab Financial Consultant Academy is a 15-month rotational development program designed to prepare emerging talent for a future career in wealth management and client relationship development. Through licensing preparation, hands-on client experience, mentorship, and structured training, you will build the knowledge, confidence, and client-first approach needed to help individuals navigate their financial needs while learning how Schwab products and services can support their goals. During the program, you will prepare for and obtain the FINRA SIE, Series 7, and Series 66 licenses, strengthen your understanding of financial products and industry practices, and gain experience supporting retail clients through service and trading-related interactions. You will have opportunities to manage competing priorities, apply sound judgment, and work through complex client questions in a fast-paced environment while continuing to build consultative communication and relationship-management capabilities. As you progress through the Academy, you will receive wealth management and business development training, learn from mentors, coaches, and leaders, and continue developing the persistence and adaptability needed to grow in a dynamic client-facing career. The Academy is designed as a pathway toward becoming a Financial Consultant. Upon successful completion of the program, participants transition into a business development role, such as Investment Consultant or Financial Consultant Partner, within their selected host location, where they continue refining their skills and building experience toward future Financial Consultant opportunities.
Requirements
- Completed bachelor's degree prior to the program start date or equivalent work-related experience.
- Ability to travel occasionally during the program (less than 10% annually).
- Demonstrated ability to manage various priorities, stay organized, and follow through on commitments in a timely and effective manner.
- A client-focused mindset with experience listening to needs, building trust, and delivering thoughtful solutions or support.
- Strong critical thinking and sound judgment when navigating unfamiliar situations, resolving complex questions, and identifying effective solutions.
- Receptive to feedback and coaching, with a commitment to continuous learning and applying new knowledge to strengthen performance.
- Adaptability and persistence when working through challenges, changing priorities, and ambitious development goals within a fast-paced environment.
- Proven drive to achieve goals, follow through on commitments, and contribute positively to a collaborative team environment.
Nice To Haves
- FINRA Securities Industry Essentials (SIE) license.
- 1+ year of customer service experience.
- 1+ year of sales experience.
- Experience building relationships through clear communication, active listening, and consistent follow-up.
- Experience balancing multiple priorities while maintaining accuracy, professionalism, and a strong client focus.
Responsibilities
- Prepare for and obtain the FINRA SIE, Series 7, and Series 66 licenses.
- Strengthen understanding of financial products and industry practices.
- Gain experience supporting retail clients through service and trading-related interactions.
- Manage competing priorities.
- Apply sound judgment and work through complex client questions in a fast-paced environment.
- Build consultative communication and relationship-management capabilities.
- Receive wealth management and business development training.
- Learn from mentors, coaches, and leaders.
- Develop persistence and adaptability needed to grow in a dynamic client-facing career.
- Transition into a business development role upon successful completion of the program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
