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Jobs de pesquisa

The Schwab Financial Consultant Academy is where fulfilling long-term careers get started.

We offer the hands-on learning programs and real-world experience you need to take control of your future at one of the world’s premiere financial services companies. During your 15-month Academy program, you'll be based in a Schwab corporate location or branch. You’ll receive training, attain industry licenses, and gain experience with clients taking inbound and outbound client phone calls to learn our culture of service. You'll benefit from mentoring and coaching by current and former Financial Consultants dedicated to supporting your success both during the program and after. After graduation, you'll begin assisting clients in a business development role at a Schwab location near where you completed the program. 

ganhando mais do que uma vida. Fazendo a diferença.

Aqui está sua busca de uma carreira bem -sucedida e significativa! Como consultor financeiro da Schwab, você estará na vanguarda de ajudar as pessoas a alcançar os sonhos e objetivos que estabeleceram para si e suas famílias. Ao mesmo tempo, você ajudará a Schwab a crescer construindo e nutrindo relacionamentos com clientes.

O que é preciso para ser um schwabbie. Acha que você tem o que é preciso? Então, queremos ouvir de você! Esperamos que você esteja pronto para isso e pronto para liberar todo o seu potencial. Porque a única coisa maior que o desafio é a recompensa. Carreira.

You don’t need a degree in finance. What we are looking for is a wonderfully wide set of personal qualities—ranging from empathy to responsiveness, courage to curiosity, discipline to flexibility, and thoroughness to tenacity. Think you’ve got what it takes? Then we want to hear from you!

The Qualifications checklist:
Only a select group is accepted to the Financial Consultant Academy. We hope you’re up for it, and ready to unleash your full potential. Because the only thing greater than the challenge is the reward.

Outstanding candidates have:
  • Clear skills in relationship-building and emotional intelligence.
  • Strong academic performance records and a completed bachelor’s degree in any subject prior to your start date at the Academy or equivalent work-related experience.
  • Serious interest in the financial services industry and helping others as a long-term career.
  • Excelentes recursos de liderança. 
  • Ability to travel occasionally during the program (less than 10% of the year).


Your academy journey.

Choose your location

The Schwab Financial Consultant Academy is offered in multiple locations: the Schwab corporate center in Westlake, TX and a variety of branch locations across the country. 

Saiba mais sobre nossa filial de varejo e locais corporativos >>

O que esperar

Estudo para certificações de licenciamento, explore o gerenciamento de patrimônio da fundação, vendas e relacionamentos com clientes e lide com chamadas de entrada e interações comerciais à medida que aprende a atender clientes com paixão e integridade.  

Além do treinamento contínuo de gerenciamento e vendas de patrimônio, você receberá treinamento de divulgação de clientes em desenvolvimento de negócios, além de identificar e defender as metas do cliente. 

Post Academy: Iniciando sua carreira

Dê o primeiro passo em direção a uma carreira de consultor financeiro em um dos muitos locais de schwab nos Estados Unidos.  

Como se inscrever.

Veja as aberturas atuais e use as palavras -chave “Academia de Consultores Financeiros”. Se nenhuma oportunidade for publicada, junte -se à nossa rede de talentos para compartilhar seus interesses profissionais, receber notificações de aberturas futuras e conectar -se à nossa equipe de aquisição de talentos:

Rede de talentos

Tudo o que você precisa para ter sucesso. Consultor.

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    Structure.

    The program provides a defined career path to becoming a Schwab Financial Consultant.

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    Suporte. Como preparar e apresentar aos clientes soluções úteis e relevantes. 2023

    Learn holistic modern wealth management and train to take industry exams and secure licensing credentials with guidance from a mentor and coach.

  • People skills.

    Build soft skills necessary to provide world-class service and successfully manage relationships as a future Financial Consultant.

  • Consultative and presentation skills.

    Learn how to prepare and present to clients helpful and relevant solutions.

  • Service skills.

    Learn to build customer relationships by taking in-bound client phone calls.

  • First hand experience.

    Gain experience in the investment industry and financial markets as a service center team member.