Charles Schwab Schwab Financial Consultant Academy in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Elizabeth Phongsavath


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:

W hat 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 Westlake, TX Schwab office at 2050 Roanoke Road, Westlake, TX 76262 at .

What you’ll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

“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.

Job Specifications

Relocation Offered?: No

Work Schedule: Any Shift

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Business Development and Sales-less than 2 yrs, Trading-2-5 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-2-5 yrs, Campus Programs, Trading-less than 2 yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-less than 2 yrs, No Work Experience

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Sales/Business Development

Activation Date: Monday, June 26, 2017

Expiration Date: Wednesday, August 16, 2017

Apply Here