Financial Consultant Academy: Grow Wealth & Trust

Charles Schwab; Gaithersburg (MD); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Gaithersburg, MD is launching a 15-month Financial Consultant Academy to develop talent for wealth management and client relationships. You will prepare for FINRA SIE, Series 7, and Series 66 licenses while gaining hands-on client experience, mentorship, and structured training.

The program emphasizes growth, adaptability, and collaboration, with on-site work at the host market location and a pathway to roles like Investment Consultant or Financial Consultant Partner after

Qualifications

• Bachelor's degree or equivalent work experience required or preferred.
• Willingness to travel occasionally during the program (<10% annually).
• Ability to manage multiple priorities, stay organized, and follow through on commitments.

Skills

Client-focused

Communication

Active listening

Prioritization

Critical thinking

Adaptability

Persistence

Goal-driven

Education

Bachelor's degree or equivalent

FINRA SIE license (preferred)

Job description

Charles Schwab in Gaithersburg, MD is launching a 15-month Financial Consultant Academy to develop talent for wealth management and client relationships. You will prepare for FINRA SIE, Series 7, and Series 66 licenses while gaining hands-on client experience, mentorship, and structured training.

The program emphasizes growth, adaptability, and collaboration, with on-site work at the host market location and a pathway to roles like Investment Consultant or Financial Consultant Partner after