Financial Consultant Academy: Path to Wealth Advisor
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Charles Schwab invites ambitious graduates to join the Financial Consultant Academy, a 15‑month rotational program that blends licensing prep, hands-on client experience, mentorship, and structured training to build a client‑first wealth management career.
The journey covers FINRA SIE, Series 7, and Series 66 exams, with exposure to retail clients and trading support, and leads toward roles such as Investment Consultant or Financial Consultant Partner in your chosen host location.
Step into the Financial Consultant Academy:
Path to Wealth Advisor role at Charles Schwab in Atlanta, GA, United States and grow with us.
The position is based in Atlanta, GA, United States.
This opportunity is part of our work in Sales, Consulting.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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