Wealth Advisor Academy: Hybrid Training & Mentorship

Charles Schwab; Sacramento (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) match

Sabbatical after 5 years of service

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab in the Sacramento area invites applicants to join the Financial Consultant Academy, a 15-month rotational program designed to prepare emerging talent for a future in wealth management and client relationship development.

During the Academy you will pursue FINRA SIE, Series 7, and Series 66 licenses, gain hands-on client experience, and receive mentorship and structured training to build the skills required to guide clients toward their financial goals.

Qualifications

• Completed bachelor's degree prior to start date or equivalent work-related experience.
• Ability to travel occasionally during the program (<10% annually).
• Demonstrated ability to manage multiple priorities and follow through on commitments.
• Client-focused mindset with experience listening to needs and delivering solutions.
• Strong judgment and adaptability in a fast-paced environment.
• Willingness to learn, adapt, and grow through coaching and feedback.

Responsibilities

• Participate in a 15-month rotational Financial Consultant Academy.
• Prepare for FINRA SIE, Series 7, and Series 66 licenses.
• Gain hands-on client experience and mentorship to develop wealth-management skills.
• Progress into business development roles such as Investment or Financial Consultant Partner.

Skills

Client-focused mindset

Active listening

Relationship-building

Strong communication

Time management

Education

Bachelor's degree or equivalent work experience

Job description

Schwab in the Sacramento area invites applicants to join the Financial Consultant Academy, a 15-month rotational program designed to prepare emerging talent for a future in wealth management and client relationship development.

During the Academy you will pursue FINRA SIE, Series 7, and Series 66 licenses, gain hands-on client experience, and receive mentorship and structured training to build the skills required to guide clients toward their financial goals.