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.

Meet the Participants

Current and former Financial Consultant Academy participants talk about their experiences with the program and how it’s helping them shape fulfilling careers.






LAUREN MANZA

Current Trainee
Dallas-Fort Worth, TX

"I was excited to start. When I got here, I just had this sensation that something big is happening here and that I'm really lucky to be a part of it." 

Read her story






BLAKE NELSON

Current Trainee
Dallas-Fort Worth, TX

"I'm a new grad and that's a big transition. But what I’m finding is that I can really be myself here."

Read his story






RUBY SIERRA

Academy Graduate
Financial Consultant Partner, San Mateo, CA

"It can be challenging as a woman in this male-dominated industry, but Schwab values our perspective and I'm looking forward to working with the many clients who prefer a female advisor." 






PAVI PENA

ACADEMY GRADUATE
Financial Consultant Associate
Santa Rosa, CA

"Relocating to the contact center for the FC Academy turned out to be a valuable experience because of the many strong connections I developed while in the program." 

 






EMILY DIRGO

ACADEMY GRADUATE
FINANCIAL CONSULTANT ASSOCIATE
TAMPA, FL

"The FC Academy is an impressive collaboration of cross-organization management, varied experiences, and exposure to the key groups involved in a successful FC practice. I’m thankful for the opportunity."

 






ANDREW FAGGELLA

Academy Graduate
Financial Consultant ASSOCIATE, San FRANCISCO, CA

"Having a coach who has had a career as a Financial Consultant was very important to me. I want to learn from someone who has already been successful in the role." 

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 Service Trading Foundation TradingClient Service Wealth Management Training Specialty Client Service Continued Wealth Management and Sales Client Outreach and In-Branch Experience Associate Financial Consultant or Financial Consultant Partner on course for a career as a Financial Consultant > 1:1 Coaching> Cohortlearning> InternalNetworkBuilding> MilestoneRewards> Mock client role plays and presentations BusinessDevelopmentOpportunities Classroom, self-study and web-based learning and development programs Inbound service/trading interactions, serving clients with passion and integrityBusiness development—outbound 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 programs Inbound service/trading interactions, serving clients with passion and integrity Business development—outbound and inbound calls, in-branch client events, identifying and championing client goalsThree ways to learnAssociate Financial Consultant or Financial Consultant Partner on course for a career as a 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.”
 

For regular updates, follow us on:

Search for more information about Financial Consultant Academy opportunities.

(1115-A7FH)

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.

0716-J09D