Wealth Management Academy: 15-Month Client Rotation

Charles Schwab Corporation; Westlake (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

Charles Schwab Corporation in Westlake, TX hosts the Financial Consultant Academy—a 15-month rotational program designed to prepare emerging talent for wealth management and client relationships.

Through licensing prep for FINRA SIE, Series 7 and 66, mentorship, and hands-on client interactions, you'll build consultative skills and a client-first mindset, with on-site collaboration and a pathway to future Financial Consultant opportunities.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Ability to manage multiple priorities with organization and follow-through.
• Client-focused mindset with strong listening and solution skills.
• Strong judgment and problem-solving in unfamiliar situations.
• Willingness to receive feedback and learn from coaching.
• Adaptability and persistence in a fast-paced development program.

Skills

Prioritization

Client focus

Critical thinking

Feedback & coaching

Adaptability

Goal orientation

Education

Bachelor's degree or equivalent

Job description

Charles Schwab Corporation in Westlake, TX hosts the Financial Consultant Academy—a 15-month rotational program designed to prepare emerging talent for wealth management and client relationships.

Through licensing prep for FINRA SIE, Series 7 and 66, mentorship, and hands-on client interactions, you'll build consultative skills and a client-first mindset, with on-site collaboration and a pathway to future Financial Consultant opportunities.