Financial Consultant Academy January 2027 Cohort

Your Opportunity

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Do you have an interest in becoming a Financial Consultant and working directly with clients? 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.

We are now accepting applications for our January 2027 Financial Consultant Academy cohort-apply by 12 PM Central Time on August 13th!

Indicate the location(s) you are interested in within the screening questions section of your application. Upon successful completion of the Financial Consultant Academy, graduates are expected to transition into a role within their selected host location/market. Thoughtfully consider your location preferences before applying.

Locations Available:

• Austin, TX
• Bellevue, WA
• Bethesda, MD
• Campbell, CA
• Delray Beach, FL
• Morristown, NJ
• Newport Beach, CA
• Raleigh, NC
• San Mateo, CA
• San Ramon, CA
• Seattle, WA
• Sunnyvale, CA
• Westlake, TX

What you have

Required Qualifications

• 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, and ambitious development goals within a fast-paced environment.
• Proven drive to achieve goals, follow through on commitments, and contribute positively to a collaborative team environment.

Preferred Qualifications

• FINRA Securities Industry Essentials (SIE) license.
• 1+ year of customer service experience.
• 1+ year of sales experience.
• Experience building relationships through clear communication, active listening, and consistent follow-up.
• Experience balancing multiple priorities while maintaining accuracy, professionalism, and a strong client focus.

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