Financial Consultant Academy - Wealth Advisory Track

Charles Schwab; Pleasanton (CA); In loco; USD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match

Employee stock purchase plan

Paid vacation, volunteering, and 28‑t?

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

Descrizione del lavoro

Schwab is launching a Financial Consultant Academy in California, a 15‑month rotational program designed to prepare you for a wealth management career. You’ll obtain FINRA SIE, Series 7, and Series 66 licenses while gaining hands‑on experience and mentorship through client interactions and service and trading support.

Upon completion, you’ll transition into a business development role such as Investment or Financial Consultant Partner at a host location.

Competenze

• 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.

Mansioni

• Prepare forFINRA SIE, Series 7, and Series 66 licenses.
• Gain hands‑on client experience and mentorship.
• Support retail clients through service and trading‑related interactions.
• Develop consultative communication and relationship‑management capabilities.
• Progress to a business development role upon completion.

Conoscenze

Time management

Client relations

Critical thinking

Adaptability

Communication skills

Feedback orientation

Team collaboration

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Schwab is launching a Financial Consultant Academy in California, a 15‑month rotational program designed to prepare you for a wealth management career. You’ll obtain FINRA SIE, Series 7, and Series 66 licenses while gaining hands‑on experience and mentorship through client interactions and service and trading support.

Upon completion, you’ll transition into a business development role such as Investment or Financial Consultant Partner at a host location.