Financial Consultant Academy - October 2025 Cohort

Your opportunity

We are currently accepting applications for our upcoming October 2025, Financial Consultant Academy cohort. 

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.

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.

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