Financial Consultant Academy - April 2027 Cohort
About the role
At Schwab, you’re empowered to make an impact on your career. Innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in‑office collaboration and intend for the selected candidate to work on site in the specified location(s). 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.
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
- 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
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,