Welcome page Returning Candidate? Log in Financial Consultant Academy - July & October 2025 Cohorts Job Locations US-TX-Westlake | US-WA-Bellevue | US-CA-Los Angeles | US-MA-Chestnut Hill | US-CA-Corte Madera | US-FL-Naples | US-TN-Nashville | US-NE-Omaha | US-CA-San Diego | US-MO-Clayton | US-CT-Stamford | ... Requisition ID 2025-107917 Posted Date 13 hours ago(2/18/2025 5:43 PM) Category Sales & Relationship Management Salary Range USD $58,000.00 - $73,000.00 / Year Application deadline 3/2/2025 Your Opportunity

We are currently accepting applications for our upcoming July and October 2025, Financial Consultant Academy cohorts. 

 

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

 

When you join the Financial Consultant Academy, you are starting a 15-month rotational program that prepares you to help create financial plans tailored to clients’ needs and goals. You will create meaningful relationships with clients and help connect them with Schwab products and services based on need. In this expedited program, you will focus on passing the FINRA SIE, Series 7 & 66 exams in the first three months.

 

You will then move on to hands on training within our CS&S (Client Service & Support) where you will be an ambassador of Schwab helping to educate and solve problems by taking inbound calls that relate to service and trading interactions from retail clients (individual investors). Next, you will receive Wealth Management training and on-the-job learning with the Financial Consultant Academy Investor Development Team.

 

In this role, you will gain product and industry knowledge and soft skills needed for long-term success in your Financial Services career through live client interactions, coaching, and wealth management training. 

 

Please indicate which cohort you are applying to and the location that you are interested in the screening questions portion of your application.

 

July 28, 2025 Cohort Locations: Bellevue, WACentury City, CAChestnut Hill, MACorte Madera, CANaples, FLNashville, TNOmaha, NE Rancho Bernardo, CASt. Louis-Clayton, MO Stamford, CT Sugar Land, TXTysons Corner, VA October 20, 2025 Cohort Locations: Atlanta, GAAustin Domain, TXBrentwood, CABrookfield, WICarmel, INLa Jolla, CALexington, KY North Dallas, TXOakland, CASan Mateo, CAScottsdale, AZSeal Beach, CATroy, MITulsa, OKWestlake, TX What you have

Begin to own your career at Charles Schwab as Financial Consultant Academy Participant.

 

Required qualifications

Completed bachelor’s degree or equivalent work-related experienceAbility to travel occasionally during the program (less than 10% of the year)

Preferred qualifications

FINRA SIE license1+ year of customer service experience1+ year of sales experienceOpenness to learnBe coachableDemonstrate relationship management skills through listening and supporting clients needs

If you are passionate about helping our clients own their financial future and building lasting relationships, then this is the career journey for you.

 

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Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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