Schwab Financial Consultant Academy

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Schwab Financial Consultant Academy
Schwab Financial Consultant Academy

Schwab Financial Consultant Academy

It has long been our belief that the service we offer our clients sets us apart from our competitors. As we plan for significant growth in the future, maintaining a strong network of Financial Consultants who see the world Through Clients' Eyes remains a high priority.

The Schwab Financial Consultant Academy is a developmental rotational program that prepares individuals for a career as a Financial Consultant in one of our branches.



“The Financial Consultant Academy is a program that trains young FCs from start to finish... You also have the support of individuals who've been at Schwab a long time."

Mary T. Johnson, Financial Consultant Partner, Schwab Branch Network

Unleash the possibilities

Unleash the Possibilities

Mary shares her experience

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Unleash the possibilities. 

Mary Johnson: My name is Mary Johnson, and I’m a Financial Consultant partner at Charles Schwab. So I joined Schwab right after college. I was looking for a program that was gonna be a training program, and I found the Financial Consultant Academy online. The Financial Consultant Academy is a program that trains, from start to finish, young FCs. So you start the program, you’re not licensed, so Schwab pays for your licenses, they give you time off work to study, and then you get your financial licenses, your 7 and your 66, and you go through different rotations in the program. I would recommend the Financial Consultant Academy because you come in with a group of likeminded people. You go through together, you have that support, and that group of people that you can rely on. In addition to those people in your cohort, you also have the support of the individuals who’ve been at Schwab for a long time, and they really take care of you and make sure that you’re gonna make it through and see what you need to get you to where you wanna be.

Charles Schwab. Own your tomorrow. 

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Schwab Financial Consultant Academy

Our Schwab Financial Consultant Academy seeks out high-performing candidates to prepare for a consultative role in one of our branches.

The rotational program takes place over 18 to 24 months and is based in one of our major service centers. Click the links to learn more.

Through the Schwab Financial Consultant Academy, you will:

  • Get a valuable head start on your career – Graduating and becoming an AFC or FCP.
  • Have an opportunity to take exams – Obtaining your registrations.
  • Experience the securities industry firsthand as part of a service center team – Join specialty client service team.
  • Learn how to provide world-class service to clients over the phone while building market expertise in preparation for building individual client relationships – Foundations of trading course.
  • Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients.
  • Benefit from a hands-on manager, a current Financial Consultant as your mentor, and a former Financial Consultant as your coach – Cohort coach.
  • Develop presentation skills through practice and cohort feedback.
  • Practice effective conversations through mock client sessions – On the job training.

Candidates for the Schwab Financial Consultant Academy will be screened via an assessment and an interview process. Successful academy graduates will be offered a position at one of Schwab's branches with locations nationwide. 

Ideal candidates will:

  • Exhibit strong academic performance and have received a bachelor’s degree (or be on track to graduate from college before the program start date).
  • Show serious interest in the financial services industry as a long-term career.
  • Demonstrate emotional intelligence and relationship-building skills.
  • Have some prior work or internship experience.
  • Possess leadership capabilities.
  • Be ambitious, disciplined, hardworking, resilient, and willing to learn.

Academy Program

First Year

  • Survey

    Classroom, self-study, and web-based learning and development programs.

    • Service Foundation Training and Preparation for Series 7 and 66 Licensing.*
    • General Client Service Trading Foundation.
    • Wealth Management Training.
    • Continued Wealth Management and Sales.
  • Talking Points

    Inbound service/trading interactions, serving clients with passion and integrity.

    • General Client Service.
    • Trading Client Service.
    • Wealth Management Training.
    • Specialty Client Service.

2nd Year

2nd Year

  • Survey

    Classroom, self-study, and web-based learning and development programs.

    • Continued Wealth Management and Sales.
  • Branch

    Client outreach and in-branch experience.

    • Business development—outbound or inbound calls.
    • In-branch client events.
    • Identifying and championing client goals.
  • Community

    Relocate to one of our 300+ branches.

    • Associate Financial Consultant, Financial Consultant Partner, on course for a career as a Financial Consultant.

*Registration requires the passage of FINRA Administered Qualification Examination(s)