The career for people who like helping people

Financial Consultant Academy
Welcome to the Schwab Financial Consultant Academy, where fulfilling long-term careers get started. Schwab Academies. We offer the hands-on learning programs and real-world experience you need to take control of your future at one of the world’s premiere financial services companies.

Get a closer look at what you can look forward to.

  • During your two-year Academy program, you'll be based in a Schwab service center, taking inbound client phone calls to learn our culture of service.
  • You'll benefit from mentoring and coaching by current and former Financial Consultants dedicated to supporting your success both during the program and after.
  • After graduation, you'll begin assisting clients at one of the many Schwab locations across the country.

Making more than a living. Making a difference.

Here’s to your pursuit of a successful, meaningful career! As a Schwab Financial Consultant, you’ll be in the forefront of helping people achieve the dreams and goals they’ve established for themselves and their families. At the same time, you’ll be helping Schwab grow by building and nurturing our client relationships.

What it takes to be a Schwabbie.

You don’t need a degree in finance. What we are looking for is a wonderfully wide set of personal qualities—ranging from empathy to responsiveness, courage to curiosity, discipline to flexibility, and thoroughness to tenacity. Think you’ve got what it takes? Then we want to hear from you!

Qualifications checklist.

Only a select group is accepted to the Financial Consultant Academy. We hope you’re up for it, and ready to unleash your full potential. Because the only thing greater than the challenge is the reward.

Outstanding candidates have:

• Strong academic performance records and a completed bachelor’s degree in any subject prior to your start date at the Academy.
• Serious interest in the financial services industry and helping others as a long-term career.
• Clear skills in relationship-building and emotional intelligence.
• Excellent leadership capabilities.
• The flexibility to relocate to a different Schwab location after graduation.

Everything you need to succeed

  • Structure

    The program provides a defined career path to becoming a Schwab Financial Consultant.

  • First hand experience

    Gain expertise in the investment industry and financial markets as a service center team member.

  • Support

    Learn holistic modern wealth management  and train to take industry exams and secure licensing credentials with guidance from a mentor and coach.

  • Service skills

    Learn to build customer relationships by taking in-bound client phone calls.

  • People skills

    Build the soft skills necessary to provide world-class service and successfully manage relationships as a future Financial Consultant.

  • Consultative and presentation skills

    Learn how to prepare and present to clients helpful and relevant solutions.

Your Academy journey.

Choose your location

The Schwab Financial Consultant Academy has two comprehensive training sites: Westlake, Texas, and Indianapolis, Indiana.

Year 1: What to expect

Study for licensing certification; explore foundational wealth management, sales, and client relationships; and handle inbound calls and trading interactions as you learn to serve clients with passion and integrity.

Year 2: What to expect

In addition to continued wealth management and sales training, you’ll receive client outreach training in business development, as well as identifying and championing client goals.

Post-Academy: Starting your career

Take the first step toward a Financial Consultant career by relocating to one of the many  Schwab locations across the United States. Relocation assistance is provided.

Do you see yourself at Schwab?

We are currently accepting applications for the Schwab Financial Consultant Academy! To start your journey now, just click this link and submit your application.

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