Financial Consultant Academy: Path to Wealth Advisor

Charles Schwab; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab invites ambitious graduates to join the Financial Consultant Academy, a 15‑month rotational program that blends licensing prep, hands-on client experience, mentorship, and structured training to build a client‑first wealth management career.

The journey covers FINRA SIE, Series 7, and Series 66 exams, with exposure to retail clients and trading support, and leads toward roles such as Investment Consultant or Financial Consultant Partner in your chosen host location.

Qualifications

• Completed bachelor's degree prior to program start date or equivalent work-related experience.
• Ability to travel occasionally during the program (less than 10% annually).
• Demonstrated ability to manage priorities, stay organized and follow through on commitments.
• Client-focused mindset with experience listening, building trust, and delivering solutions.
• Strong critical thinking and sound judgment in unfamiliar situations.

Skills

Bachelor's degree

Customer service experience

Sales experience

Relationship building

Communication skills

Travel flexibility

SIE license (preferred)

Education

Bachelor's degree or equivalent work-related experience

Job description

Charles Schwab invites ambitious graduates to join the Financial Consultant Academy, a 15‑month rotational program that blends licensing prep, hands-on client experience, mentorship, and structured training to build a client‑first wealth management career.

The journey covers FINRA SIE, Series 7, and Series 66 exams, with exposure to retail clients and trading support, and leads toward roles such as Investment Consultant or Financial Consultant Partner in your chosen host location.