Wealth Advisor Trainee: 15-Month Financial Consultant Academy

Charles Schwab; Corte Madera (CA); Vor Ort; USD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

401(k) match

Sabbatical after every 5 years of 서비스

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Schwab offers a 15-month Financial Consultant Academy designed to prepare emerging talent for wealth management and client relationships. The program includes licensing prep (FINRA SIE, Series 7, and 66), hands-on client experience, mentorship, and structured training to build knowledge and a client-first approach.

Upon completion, participants transition into roles like Investment or Financial Consultant Partner at their host location.

Qualifikationen

• Completed bachelor’s degree prior to program start date or equivalent work experience.
• Ability to travel occasionally during the program (less than 10% annually).
• Strong client-focused mindset with listening, trust-building and solution delivery.
• Demonstrated ability to manage multiple priorities and meet commitments in a fast-paced environment.

Kenntnisse

Client focus

Communication

Time management

Adaptability

Problem solving

Ausbildung

Bachelor's degree

Jobbeschreibung

Schwab offers a 15-month Financial Consultant Academy designed to prepare emerging talent for wealth management and client relationships. The program includes licensing prep (FINRA SIE, Series 7, and 66), hands-on client experience, mentorship, and structured training to build knowledge and a client-first approach.

Upon completion, participants transition into roles like Investment or Financial Consultant Partner at their host location.