Financial Consultant Academy: Grow Into Wealth Advisor

Charles Schwab; Burlington (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation

Tuition reimbursement

Job summary

Charles Schwab is offering a Financial Consultant Academy in the United States. The program is a 15-month rotational development track designed to prepare emerging talent for wealth management and client relationship roles.

You will obtain FINRA licenses, gain hands-on client experience, and work with mentors to build consultative skills. Participants progress toward roles such as Investment Consultant or Financial Consultant Partner in their host location, with required on-site work and

Qualifications

• Bachelor's degree completed before start date or equivalent work experience.
• Willingness to travel occasionally (<10% annually).
• Ability to manage multiple priorities in a fast-paced environment.
• Client-focused mindset with active listening and solutions delivery.

Skills

Client-focused mindset

Time management

Prioritization

Communication

Adaptability

Problem solving

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Charles Schwab is offering a Financial Consultant Academy in the United States. The program is a 15-month rotational development track designed to prepare emerging talent for wealth management and client relationship roles.

You will obtain FINRA licenses, gain hands-on client experience, and work with mentors to build consultative skills. Participants progress toward roles such as Investment Consultant or Financial Consultant Partner in their host location, with required on-site work and