Financial Consultant Academy - January & April 2025 Cohorts

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.

January 2025 Locations:

Raleigh, NC

April 2025 Locations:

Atlanta, GA

Lone Tree, CO

Philadelphia, PA

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 experience

• Ability to travel occasionally during the program (less than 10% of the year)

Preferred qualifications

• FINRA SIE license

• 1+ year of customer service experience

• 1+ year of sales experience

• Openness to learn

• Be coachable

• Demonstrate 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.

#campus

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance