Wealth Management Consultant Academy

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

Job summary

Charles Schwab in Austin is launching a Financial Consultant Academy, a 15-month rotational program designed to prepare emerging talent for wealth management and client relationship development.

During the Academy you will obtain FINRA SIE, Series 7, and Series 66 licenses while gaining hands-on client experience, mentorship, and structured training. The program aims to transition graduates into roles such as Investment or Financial Consultant in your host location after completion.

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 priorities, stay organized, and follow through on commitments.
• Client‑focused mindset with experience listening to needs and delivering thoughtful solutions.
• Strong judgment when navigating unfamiliar situations and resolving questions.
• Open to feedback and continuous learning to strengthen performance.

Responsibilities

• Participate in a 15‑month rotational Financial Consultant Academy to prepare for wealth‑management roles.
• Obtain FINRA SIE, Series 7, and Series 66 licenses and build client relationships through service and trading interactions.
• Develop consultative communication and relationship‑management capabilities in a fast‑paced environment.
• Transition into a business development role in host location after program completion.

Skills

Client-focused

Communication skills

Multi-tasking

Adaptability

Team collaboration

Education

Bachelor's degree

Job description

Charles Schwab in Austin is launching a Financial Consultant Academy, a 15-month rotational program designed to prepare emerging talent for wealth management and client relationship development.

During the Academy you will obtain FINRA SIE, Series 7, and Series 66 licenses while gaining hands-on client experience, mentorship, and structured training. The program aims to transition graduates into roles such as Investment or Financial Consultant in your host location after completion.