Wealth Advisor Trainee: Financial Consultant Academy
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Schwab offers a 15-month Financial Consultant Academy designed to prepare emerging talent for wealth management and client relationships. The program includes licensing prep (FINRA SIE, Series 7, and 66), hands-on client experience, mentorship, and structured training to build knowledge and a client-first approach.
Upon completion, participants transition into roles like Investment or Financial Consultant Partner at their host location.
As a Wealth Advisor Trainee: 15-Month Financial Consultant Academy, you will play an important part at Charles Schwab in Corte Madera, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisor Trainee: 15-Month Financial Consultant Academy role in the description above.
We appreciate your interest in this position.
Join Charles Schwab and contribute to our ongoing work.
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