Wealth Management Career Starter: Financial Consultant Academy

Charles Schwab; Massachusetts; On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & sabbatical after 5+yrs

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is launching the Financial Consultant Academy in Massachusetts, a 15-month rotational program to prepare graduates for wealth management and client relationship roles. The academy includes licensing prep (FINRA SIE, Series 7, Series 66), mentorship, hands-on client experience, and structured training.

Participants progress toward roles such as Investment Consultant or Financial Consultant Partner in their host location, with a focus on developing consultative communication and

Qualifications

• Completed bachelor's degree or equivalent work experience.
• Willingness to travel occasionally (<10% annually).
• Ability to manage multiple priorities and commitments.
• Client-focused mindset with experience listening to needs and delivering solutions.
• Strong judgment, critical thinking and problem-solving abilities.
• Open to feedback, coaching, and continuous learning.
• Adaptable and persistent in a fast-paced development environment.
• Driven to achieve goals and contribute to a team.

Skills

Bachelor’s degree

Ability to travel

Prioritization & time management

Client-focused mindset

Critical thinking

Receive feedback & coaching

Adaptability & persistence

Goal-driven & collaborative

Education

Bachelor’s degree

Job description

Charles Schwab is launching the Financial Consultant Academy in Massachusetts, a 15-month rotational program to prepare graduates for wealth management and client relationship roles. The academy includes licensing prep (FINRA SIE, Series 7, Series 66), mentorship, hands-on client experience, and structured training.

Participants progress toward roles such as Investment Consultant or Financial Consultant Partner in their host location, with a focus on developing consultative communication and