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.

Classes:      Early 2017    |     Late 2017 

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. Through the Schwab Financial Consultant Academy, you will:

  • Gain a valuable head start to your career

  • Have an opportunity to sit for and must pass qualifying exams

  • Experience the securities industry firsthand as part of a service center team

  • Learn how to provide world-class service to clients over the phone while building market expertise in preparation for building individual client relationships

  • Coach 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

  • Develop presentation skills through practice and cohort feedback

  • Practice effective conversations through mock client sessions

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

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.

Schwab Financial Consultant Academy

Service Foundation Training and Preparation for Series 7 and 66 Licensing*GeneralClient ServiceTrading Foundation TradingClient ServiceWealth Management TrainingSpecialty Client ServiceContinued Wealth Management and Sales Client Outreach and In-Branch ExperienceAssociate Financial Consultant on course for Financial Consultant> 1:1 Coaching> Cohortlearning> InternalNetworkBuilding> MilestoneRewards> Mock client role plays and presentationsBusinessDevelopmentOpportunitiesClassroom, self-study and web-based learning and development programs Inbound service/trading interactions, serving clients with passion and integrityBusiness developmentoutbound or inbound calls, in-branch client events, identifying and championing client goals * Registration requires the passage of FINRA Administered Qualification Examination(s)Relocation to one of our 300+ branches

Schwab Financial Consultant Academy

Classroom, self-study, and web-based learning and development programsInbound service/trading interactions, serving clients with passion and integrityBusiness developmentoutbound and inbound calls, in-branch client events, identifying and championing client goalsThree ways to learnAssociateFinancial Consultanton course for Financial Consultant2nd yearWealth Management TrainingSpecialty Client ServiceContinued Wealth Management and Sales Client Outreach and In-Branch ExperienceRelocation to one of our 300+ branches1st yearService Foundation Training and Preparation for Series 7 and 66 Licensing*GeneralClient ServiceTrading FoundationTradingClient ServiceAn 18- to 24-month program that provides business development opportunities and more: 1:1 coaching Cohort learning Internal network building Milestone rewards Mock client role plays and presentations* Registration requires the passage of FINRA Administered Qualification Examination(s)

Connect With Us

Check our events calendar for opportunities to meet with our Talent Advisors, who regularly visit locations across the country in search of great employees who are committed to seeing the world “Through Clients’ Eyes.”
 

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Search for more information about Financial Consultant Academy opportunities.

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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.

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