Financial Consultant Academy: Hybrid Rotational Training

Charles Schwab; Stamford (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

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.

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.

Skills

Client-focused mindset

Active listening

Relationship-building

Time management

Adaptability

Education

Bachelor's degree

Job description

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.