How to Become a Financial Consultant: Jordan’s Journey Through the Financial Consultant Academy.

Are you a recent graduate looking to pursue a purposeful and meaningful career in Finance? If so, Schwab’s Financial Consultant Academy (FCA) may be the perfect place for you! The Financial Consultant Academy is a two-year program that helps you train to become a Financial Consultant in one of our nationwide Branch locations. From taking inbound client phone calls to mentorship and sales training, the Academia Consultor Financeira Program é uma oportunidade incrível de iniciar sua carreira como consultor financeiro (FC). Atualmente, a Jordan trabalha na equipe da Pinnacle da Schwab, ajudando os clientes de alto patrimônio líquido, mas antes de ingressar na Academia de Consultores Financeiros, a Jordan inicialmente obteve seu diploma de bacharel em finanças e depois voltou para a Prairie View para ganhar seu MBA. Ao longo de seus anos de faculdade, Jordan mencionou que também era um aluno-atleta que o manteve ocupado. "Depois que me formei, tive alguns estágios em finanças relacionados ao gerenciamento de investimentos". Seus estágios terminaram, ele começou a trabalhar como professor substituto por 3 anos: “No tempo de eu ser professor substituto por um ano, me inscrevi no programa de MBA na Prairie View A&M e tive a sorte de entrar em que me fizer com que eu tenha sido o que eu aprendi mais de que eu sou mais importante e me formar em 2017. Queria fazer na minha carreira. estava procurando em sua próxima oportunidade de carreira: “Eu sabia que tinha formação em finanças e, no momento em que me inscrevi, estava trabalhando no meu MBA. Eu sabia que, naquele momento, estava realmente interessado em ajudar os outros com sua situação financeira e sendo um recurso para eles. Foi quando comecei a procurar oportunidades alinhadas com isso e encontrei a Academia de Consultores Financeiros da Schwab ". Depois de descobrir o programa de academia de consultoria financeira em Schwab, a Jordânia mencionou que o que realmente o atraiu para buscar essa oportunidade era que "o programa não esperava que você fosse um especialista que entra nele. Leva tempo para desenvolvê -lo e prepará -lo enquanto permite espaço para erros. Eu pensei que isso era realmente atraente quando aprendi sobre o programa e o que ele implicava, assim como o Schwab estaria disposto a pagar pelo nosso treinamento e educar-nos sobre tudo o que precisávamos saber. ”

Jordan P. was a recent graduate from Prairie View A&M when he decided to pursue his career goal of becoming a Financial Consultant. Jordan currently works on the Pinnacle team at Schwab helping high net worth clients, but before joining the Financial Consultant Academy, Jordan initially earned his bachelor’s degree in Finance and then went back to Prairie View to earn his MBA. Throughout his college years, Jordan mentioned he was also a student-athlete which kept him busy. “After I graduated, I had a few internships in finance that were Investment Management related.” Once his internships ended, he began working as a substitute teacher for 3 years: “In the time of me being a substitute teacher for a year, I applied to the MBA program at Prairie View A&M and I was fortunate enough to get in. The fall of 2017 is when I started the MBA program and graduated in 2019. It was an opportunity to enhance a lot of the knowledge and the information I learned during undergrad. It was more of a moment for me to narrow down and figure out what I wanted to do in my career. When I got my bachelor's, I didn't know that yet. The MBA program allowed me to understand my trades, my skill sets, what I wanted to do, and what my passion is, so it worked out for me. I'm glad that I went through that and was ultimately able to decide to join Schwab.”

With an interest in Schwab, Jordan found the Financial Consultant Academy, which happened to be a perfect match to what he was looking for in his next career opportunity: “I knew that I had a finance background and at the time when I applied, I was working on my MBA. I knew at that point I was really interested in helping others with their financial situation and being a resource to them. That’s when I started looking for opportunities that aligned with that and I found Schwab’s Financial Consultant Academy.” After discovering the Financial Consultant Academy program at Schwab, Jordan mentioned that what really attracted him to pursue this opportunity was that, “the program wasn’t expecting you to be an expert going into it. It takes its time to develop and prepare you while allowing room for mistakes. I thought that was really eye-catching when I learned about the program and what it entailed, as well as that Schwab would be willing to pay for our training and educate us on everything we needed to know.”

Treinamento e desenvolvimento profissional. Até agora, a Academia: "Estou na equipe da Pinnacle agora, mas ao longo do programa, começamos no call center, fazendo as principais chamadas de serviço e tivemos a chance de estudar para o exame SIE (Security Industry Essentials) e depois seguindo as licenças da Série 7 e da Série 66. Nesse ponto, me tornei um corretor licenciado e passamos pelo programa de itens essenciais. Desde que nos tornamos um corretor licenciado em julho, também estamos em diferentes rotações. ” Antes de iniciar essas rotações, a Jordan explicou que a preparação para isso incluía ir “durante um período de desempenho de 90 dias, que incluía colocar todas as habilidades e conhecimentos que aprendemos a usar. Em nosso treinamento de corretor, estávamos colocando isso para usar com os clientes chamando as perguntas do corretor e tivemos a chance de praticar e aplicar as habilidades que aprendemos ao longo do tempo. Agora, estamos trabalhando com clientes de alto patrimônio líquido e, finalmente, isso nos preparará para ir à equipe de serviço IDT (Equipe de Desenvolvimento de Investidores), que nos fará fazer chamadas de saída para os clientes. Isso nos ajudará a fazer a transição para uma função de filial aqui em agosto. No geral, é definitivamente um programa emocionante até agora, com muitas oportunidades de aprendizado e muitas primeiras primeiras para mim. Tem sido uma ótima experiência. ”

With a passion for becoming a Financial Consultant, Jordan started in the Financial Consultant Academy program in August of 2019. Jordan went on to describe what his career path has looked like in the Financial Consultant Academy so far: “I’m on the Pinnacle team now, but throughout the program we started in the call center, taking the core service calls and we had a chance to study for our SIE (Security Industry Essentials) exam and then following that the Series 7 and Series 66 licenses. At that point, I became a licensed broker and we went through the trading essentials program. Since becoming a licensed broker in July, we have also been in different rotations.” Before starting these rotations, Jordan explained that preparing for this included going “through a 90-day performance period, which included putting all the skills and knowledge that we learned to use. In our broker training, we were putting that to use with clients calling in regarding broker questions and we got a chance to practice and apply those skills that we learned over time. Now we’re working with high net worth clients and ultimately, this is going to prepare us to go to the IDT (Investor Development Team) service team, which will have us making outbound calls to clients. This will help transition us for a Branch role here in August. Overall, it's definitely been an exciting program so far with a lot of learning opportunities and a lot of firsts for me. It's been a great experience.”

Líderes que apóiam seu desenvolvimento. E os gerentes e outros membros da equipe incentivam isso. neste dia. ” Com o apoio contínuo de sua equipe, Jordan se sente confiante de que ele não só pode perseguir seu objetivo de curto prazo de se tornar um consultor financeiro, mas no futuro, também retribuir à comunidade de que ele veio: “Um objetivo de curto prazo para mim seria que eu seja um dos metas de consultor financeiro e, possivelmente, que eu também tenha um gerente de ramo, apenas para poder influenciar mais pessoas e construir minha própria filosofia de consultoria. A escola que eu fui e outros nas áreas circundantes. Uma maratona. Ser capaz de manter nosso plano é muito importante como cliente e, mesmo como profissional, sabendo o que queremos realizar e saber quais medidas tomar para chegar lá é importante. O mundo deve pegá -lo e alcançar o que queremos alcançar. ”

Part of what helped Jordan have a great experience included the amount of support and learning he has received throughout his time in the Financial Consultant Academy program: “From onboarding, they made it clear that we're not expecting you guys to know everything and I think that was a major thing for me. I feel like everyone was transparent, they were always willing to help. There were always resources to help us learn about different topics that we wanted to learn about, and managers and other team members encourage that. I learned that instantly when I started at Schwab – it’s definitely a collaborative space and many people want to see you win and want to see you succeed, especially within Financial Consultant Academy and the Branch. I've always felt empowered by managers and executive leaders to perform, be myself, and always be comfortable in asking for assistance or asking for resources to help me out with certain things. I think that's one of the main things that stood out to me and continues to this day.” With the continuous support from his team, Jordan feels confident that he not only can pursue his short term goal of becoming a Financial Consultant, but in the future, also give back to the community he came from: “A short term goal for me would be to ultimately become a Financial Consultant and possibly a branch manager one day, just to be able to influence more people and build my own philosophy of consulting. I also have goals within my community. I'm from Houston, Texas, so I want to be able to impact kids from the school that I went to and others in surrounding areas. I want to be able to somehow implement a financial literacy program or curriculum for them at early ages.”

Reflection and words of advice.

As Jordan’s time in the academy is almost coming to an end, he took a moment to reflect on what his biggest takeaway has been at Schwab so far: “In this industry and this career path, I feel like it's a marathon. You have to have a long-term vision. There is always going to be new information, new data to learn about, there are so many new developments that happen over the years. Being able to stick to our plan is very important as a client, and even as a professional, knowing what we want to accomplish and knowing what steps to take to get there is important. The world is for us to take it and achieve what we want to achieve.”

Por fim, Jordan ofereceu suas palavras de conselho para quem procura seguir uma carreira semelhante em finanças ou se matricular no programa da Academia Consultiva Financeira:“ Certifique -se de que isso seja algo que você seja apaixonado. Sei que ajudar os outros e educá -los mais do que tudo é definitivamente algo que eu era apaixonado por entrar no programa. Eu sinto que essa é uma chave importante ao longo deste programa, porque haverá dias difíceis e momentos em que muita informação é lançada em você em um curto período de tempo e pode ser esmagadora. É importante sempre dar a si mesmo objetivos e escrever seu plano ou o que você deseja alcançar, mesmo que seja tático. Ser capaz de definir uma agenda para si mesmo, pessoal e profissionalmente, poder realizar certas coisas ajudará um longo caminho dentro do programa, porque ele só vai aprimorar seu desenvolvimento profissional. No final do dia, você também aprenderá muitas informações. Está tendo uma paixão, dando a si mesmo objetivos e responsabilizando -se por alcançar os objetivos que colocarão qualquer pessoa em um espaço muito bom depois disso. ”