Schwab Financial Consultant Academy; Later 2017

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Job ID:
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Campus Programs, Customer Service-2-5 yrs, Customer Service-less than 2 yrs, Accounting and Finance-2-5 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Financial Services-less than 2 yrs, Accounting and Finance-less than 2 yrs, No Work Experience, Banking-2-5 yrs
Current Licenses / Certifications:
Position Located In:
AZ - Phoenix, CO - Lone Tree, IN - Indianapolis, TX - Westlake
Job Type:
Full Time

Our Opportunity:

At Charles Schwab, we take helping our clients very seriously, and value making a real difference in their lives.  That level of commitment sets us apart from our competitors, giving us one of the highest client loyalty ratings in the industry.  As we plan for significant growth in our branch offices, seeing things through clients' eyes will continue to be a top priority.  If you see yourself in a career building relationships, partnering with clients, providing guidance, and solutions to meet their financial goals, we want to hear from you!

The Schwab Financial Consultant Academy is a program that prepares you for a consultative role in one of our branches.  Our investment in you begins Quarters 3 & 4 of 2017 with 18 to 24 months of blended learning and career development experience designed to support you throughout the program.

“I believe our clients recognize Schwab for the high level of service we provide, and our employees recognize Schwab for the meaningful careers they can create here.” - Brian McDonald, Senior Vice President, Client Service & Support

What you’ll do:

As a participant within Schwab Financial Consultant Academy, your career will begin in our Client Service & Support (CS&S) organization building trust and inspiring confidence through exceptional service, one connection at a time.  Additionally, you will:

  • Experience the securities industry firsthand as part of a service center team
  • Learn how to provide world-class service to clients over the phone while building market expertise in preparation for face-to-face interactions
  • Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients
  • Successfully pass the Series 7 and 66 securities examinations

Successful Academy graduates will be offered a position within a Schwab branch and will likely be required to relocate.

Hear from Schwab Financial Consultant Academy participants, their coaches and other Schwab employees:

What you have:

  • Career aspirations to build client relationships, providing counsel and guidance
  • Commitment to see things through the clients’ eyes
  • Ability to establish rapport with clients and explain complicated subjects
  • Drive to perform in a face-to-face sales environment
  • Ability to adapt and implement changes as market and business conditions evolve
  • Bachelor’s degree or higher with a bachelor's degree conferred by end of year 2017

Position Location:                               

This role is located in the following Schwab offices:

What you’ll get:

Sabbatical Program, Employee Wellness, Volunteer Time, Employee Resource Groups and --- the opportunity to do the best work of your life!

  • Learn more about Life@Schwab
  • See Charles Schwab Benefits for more details

“If I had to describe Schwab in one word, it’s opportunity.” - Kendal Robinson, Financial Service Professional, Client Service & Support


Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.

Position Located In:AZ - Phoenix, CO - Lone Tree, IN - Indianapolis, TX - Westlake
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.