Wealth Management Associate Program

Charles Schwab; Glen Allen (VA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match & ESPP

Paid vacation & sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is launching a 15‑month Financial Consultant Academy designed to prepare emerging talent for a wealth management career. The program includes licensing preparation (FINRA SIE, Series 7, 66) and hands‑on client experience with mentorship and structured training.

Participants will progress toward roles such as Investment Consultant or Financial Consultant Partner at a designated host location, with on‑site work in preferred markets across the U.S.

Qualifications

• 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.
• 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.

Skills

Client-focused mindset

Critical thinking

Time management

Adaptability

Communication skills

Receptive to feedback

Education

Bachelor's degree

Job description

Charles Schwab is launching a 15‑month Financial Consultant Academy designed to prepare emerging talent for a wealth management career. The program includes licensing preparation (FINRA SIE, Series 7, 66) and hands‑on client experience with mentorship and structured training.

Participants will progress toward roles such as Investment Consultant or Financial Consultant Partner at a designated host location, with on‑site work in preferred markets across the U.S.