Charles Schwab
Financial Consultant Academy - January and April 2026 Cohorts
Charles Schwab, Cincinnati, Ohio, United States, 45208
Financial Consultant Academy - January and April 2026 Cohorts
Join to apply for the
Financial Consultant Academy - January and April 2026 Cohorts
role at
Charles Schwab Financial Consultant Academy - January and April 2026 Cohorts
2 days ago Be among the first 25 applicants Join to apply for the
Financial Consultant Academy - January and April 2026 Cohorts
role at
Charles Schwab Get AI-powered advice on this job and more exclusive features. Your opportunity
Do you have an interest in becoming a Financial Consultant and working directly with clients? If so, the Schwab Financial Consultant Academy is the program for you !
As a future Financial Consultant, you will create meaningful relationships with clients and help connect them with Schwab products and services based on their needs.
We are currently accepting applications for our upcoming
January and April 2026
Financial Consultant Academy cohorts in multiple locations!
The Schwab Financial Consultant Academy is a 15-month rotational program that prepares you to work in a client relationship and business development role while refining skills, gaining experience, and networking. With a series of steps that include learning, on-the-job experience, and mentorship, the Financial Consultant Academy is designed to position you for success in a dynamic industry.
In this expedited program, you will start with studying for and passing the FINRA SIE, Series 7 & 66 exams in the first three months. You will then move on to a hands-on training rotation within our CS&S (Client Service & Support) organization where you will be an ambassador of Schwab helping to educate and solve problems by taking inbound calls that relate to service and trading interactions from retail clients (individual investors). Finally, during your last rotation you will receive wealth management training and on-the-job sales training.
While the ultimate goal is to see graduates from the FC Academy eventually become a Financial Consultant, upon graduation from the 15-month Academy, you will move into a business development (Investment Consultant or Financial Consultant Partner) role in your host location/team to continue refining your skills and gaining experience in order to progress to a Financial Consultant role, generally within 1-2 years.
Throughout The FC Academy You Can Expect To
Study and pass FINRA SIE, Series 7 and 66 licenses Gain product and industry knowledge through live client interactions and wealth management training Learn from our numerous mentors, coaches and leaders that aim to develop you and your career Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients Develop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships Be greeted with the collaborative and supportive nature that comes from working in a Schwab wealth management environment
Please indicate which cohort you are applying to and the location that you are interested in, in the screening questions portion of your application. Please note: At graduation from the FC Academy (FCA) the expectation is to see FCA graduates progress into a role with their selected host location. Please carefully consider which location(s) you submit your application for.
2026 Locations Available:
All locations listed below are a
local
branch location unless otherwise stated in italics.
January 2026 Locations/Teams:
Gaithersburg, MD Greenville, SC Lynnfield, MA Newport Beach, CA New York, NY -Grand Central Orlando, FL - (Ultra High Net Worth Branch) Orlando, FL - (International Branch)* Orlando, FL - (National Branch) Philadelphia, PA Orange Village, OH - Pinecrest Plano, TX Providence, RI San Diego, CA San Francisco, CA -Presidio Heights Schaumburg, IL - Woodfield Seattle, WA St. Petersburg, FL Westlake, TX - (National Branch) Woodland Hills, CA
April 2026 Locations/Teams:
Atlanta, GA - Midtown Austin, TX - (Workplace Branch) Boca Raton, FL Cincinnati, OH Corte Madera, CA Edina, MN Houston, TX - The Woodlands Las Vegas, NV Leawood, KS Lone Tree, CO - (National Branch) Los Gatos, CA New York, NY - Flatiron Omaha, NE (National Branch) Paramus, NJ Portland, OR San Antonio, TX San Ramon, CA Torrance, CA Walnut Creek, CA West Hartford, CT Important Information* - Because this position is hiring for two start dates - January and April - please be advised that if you select an April location, the interview process may begin slightly later (Mid-Late October time frame).
What you have
Required Qualifications
Completed bachelor’s degree prior to cohort start date or equivalent work-related experience Ability to travel occasionally during the program (less than 10% of the year)
Preferred Qualifications
FINRA SIE license 1+ year of customer service experience 1+ year of sales experience Openness to learn Be coachable Demonstrate relationship management skills through listening and supporting clients needs *International Branch location only - Highly preferred spoken languages: Mandarin or Cantonese. Preferred spoken languages: Spanish, Portuguese, Hindi, French or German.
If you are passionate about helping our clients own their financial future and building lasting relationships, then this is the career journey for you.
#campus
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Seniority level
Seniority level Internship Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Sign in to set job alerts for “Financial Consultant” roles.
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Join to apply for the
Financial Consultant Academy - January and April 2026 Cohorts
role at
Charles Schwab Financial Consultant Academy - January and April 2026 Cohorts
2 days ago Be among the first 25 applicants Join to apply for the
Financial Consultant Academy - January and April 2026 Cohorts
role at
Charles Schwab Get AI-powered advice on this job and more exclusive features. Your opportunity
Do you have an interest in becoming a Financial Consultant and working directly with clients? If so, the Schwab Financial Consultant Academy is the program for you !
As a future Financial Consultant, you will create meaningful relationships with clients and help connect them with Schwab products and services based on their needs.
We are currently accepting applications for our upcoming
January and April 2026
Financial Consultant Academy cohorts in multiple locations!
The Schwab Financial Consultant Academy is a 15-month rotational program that prepares you to work in a client relationship and business development role while refining skills, gaining experience, and networking. With a series of steps that include learning, on-the-job experience, and mentorship, the Financial Consultant Academy is designed to position you for success in a dynamic industry.
In this expedited program, you will start with studying for and passing the FINRA SIE, Series 7 & 66 exams in the first three months. You will then move on to a hands-on training rotation within our CS&S (Client Service & Support) organization where you will be an ambassador of Schwab helping to educate and solve problems by taking inbound calls that relate to service and trading interactions from retail clients (individual investors). Finally, during your last rotation you will receive wealth management training and on-the-job sales training.
While the ultimate goal is to see graduates from the FC Academy eventually become a Financial Consultant, upon graduation from the 15-month Academy, you will move into a business development (Investment Consultant or Financial Consultant Partner) role in your host location/team to continue refining your skills and gaining experience in order to progress to a Financial Consultant role, generally within 1-2 years.
Throughout The FC Academy You Can Expect To
Study and pass FINRA SIE, Series 7 and 66 licenses Gain product and industry knowledge through live client interactions and wealth management training Learn from our numerous mentors, coaches and leaders that aim to develop you and your career Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients Develop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships Be greeted with the collaborative and supportive nature that comes from working in a Schwab wealth management environment
Please indicate which cohort you are applying to and the location that you are interested in, in the screening questions portion of your application. Please note: At graduation from the FC Academy (FCA) the expectation is to see FCA graduates progress into a role with their selected host location. Please carefully consider which location(s) you submit your application for.
2026 Locations Available:
All locations listed below are a
local
branch location unless otherwise stated in italics.
January 2026 Locations/Teams:
Gaithersburg, MD Greenville, SC Lynnfield, MA Newport Beach, CA New York, NY -Grand Central Orlando, FL - (Ultra High Net Worth Branch) Orlando, FL - (International Branch)* Orlando, FL - (National Branch) Philadelphia, PA Orange Village, OH - Pinecrest Plano, TX Providence, RI San Diego, CA San Francisco, CA -Presidio Heights Schaumburg, IL - Woodfield Seattle, WA St. Petersburg, FL Westlake, TX - (National Branch) Woodland Hills, CA
April 2026 Locations/Teams:
Atlanta, GA - Midtown Austin, TX - (Workplace Branch) Boca Raton, FL Cincinnati, OH Corte Madera, CA Edina, MN Houston, TX - The Woodlands Las Vegas, NV Leawood, KS Lone Tree, CO - (National Branch) Los Gatos, CA New York, NY - Flatiron Omaha, NE (National Branch) Paramus, NJ Portland, OR San Antonio, TX San Ramon, CA Torrance, CA Walnut Creek, CA West Hartford, CT Important Information* - Because this position is hiring for two start dates - January and April - please be advised that if you select an April location, the interview process may begin slightly later (Mid-Late October time frame).
What you have
Required Qualifications
Completed bachelor’s degree prior to cohort start date or equivalent work-related experience Ability to travel occasionally during the program (less than 10% of the year)
Preferred Qualifications
FINRA SIE license 1+ year of customer service experience 1+ year of sales experience Openness to learn Be coachable Demonstrate relationship management skills through listening and supporting clients needs *International Branch location only - Highly preferred spoken languages: Mandarin or Cantonese. Preferred spoken languages: Spanish, Portuguese, Hindi, French or German.
If you are passionate about helping our clients own their financial future and building lasting relationships, then this is the career journey for you.
#campus
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Seniority level
Seniority level Internship Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Sign in to set job alerts for “Financial Consultant” roles.
Cincinnati, OH $140,000.00-$200,000.00 2 weeks ago Financial Solutions Specialist I -Area Floater
Fairfield, OH $45,000.00-$64,300.00 2 months ago Cincinnati, OH $70,200.00-$125,000.00 3 weeks ago Cincinnati, OH $100,000.00-$130,000.00 2 weeks ago Personal Financial Counselor; Cincinnati, OH
Cincinnati, OH $53,125.00-$84,995.00 1 month ago Financial Solutions Specialist I -Area Floater
Cincinnati, OH $15,000.00-$80,000.00 4 days ago Financial Advisor (Training Provided, Career Changers Encouraged To Apply)
Cincinnati, OH $150,000.00-$220,000.00 23 hours ago Financial Advisor - Cincinnati and surrounding area
Cincinnati, OH $58,500.00-$70,000.00 2 weeks ago Cincinnati, OH $110,000.00-$157,000.00 18 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr