Financial Consultant Academy — On‑Site Rotation

Charles Schwab; Washington (District of Columbia); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab invites you to join the Financial Consultant Academy, a 15‑month rotational program designed to prepare emerging talent for a wealth management career. You will prepare for FINRA SIE, Series 7, and Series 66 licenses, gain hands-on client experience, mentorship, and structured training to guide clients through financial needs.

Graduates transition into client-facing roles at host locations, with development in wealth management and business development.

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.
• 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 focus

Communication

Active listening

Relationship building

Time management

Team collaboration

Adaptability

Problem solving

Education

Bachelor's degree

Job description

Charles Schwab invites you to join the Financial Consultant Academy, a 15‑month rotational program designed to prepare emerging talent for a wealth management career. You will prepare for FINRA SIE, Series 7, and Series 66 licenses, gain hands-on client experience, mentorship, and structured training to guide clients through financial needs.

Graduates transition into client-facing roles at host locations, with development in wealth management and business development.