We value diversity and believe that it transcends all protected classes, thoughts, ideas, and perspectives. 47% of Financial Consultant Academy employees at Charles Schwab would recommend their employer to a friend. We value diversity and believe that it transcends all protected classes, thoughts, ideas, and perspectives.
We take a deep dive into what's impacting employee retention and what employees are looking for in their new role. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. Describe a time you went above and beyond, Get started with your Free Employer Profile, Associate Financial Services Professional (14), Associate Financial Service Professional (8), Software Development Engineer in Test Career, The Ultimate Job Interview Preparation Guide. In addition to a base salary, these specialists are eligible to earn an annual bonus that is funded based on Schwab's performance and determined based on subjective measures at manager discretion, which may include relationship management, business development, quality assurance, teamwork, client reviews, and field partnerships. Job Caso continue recebendo esta mensagem, As an example, suppose an in-practice client of a Financial Consultant brings a portfolio of $500,000 to Schwab and invests it as follows: The Financial Consultant would earn annual compensation as follows: Trader Sales Representatives identify trading clients who can benefit from Schwab's trading tools and education. I interviewed at Charles Schwab (Phoenix, AZ) in Mar 2016.
The next step of the process is a face to face (or zoom) with two Financial Consultants with more behavioral based questions. Strong academic performance records and a completed bachelors degree in any subject prior to your start date at the Academy or equivalent work-related experience. excuses voor het ongemak. They meet with clients who are not assigned to a Financial Consultant's practice as well as with potential new clients to identify and analyze their financial needs. New research shows that each woman experiences the disparity of gender pay gap in different ways, depending on her position, age, race and education. Press J to jump to the feed. This is a higher than average score with the overall rating of Charles Schwab employees being 4.1 out of 5 stars. They provide education and recommendations to help clients select the products that help meet their objectives. Each Financial Consultant supports a practice, which includes clients who are assigned to that Financial Consultant as a primary point of contact. The compensation is not tied to the sale of any specific annuity or annuity type. Regional Investment Strategists support a designated region of clients assigned to local Financial Consultants' practices. Please enable Cookies and reload the page. In addition to a base salary, Investment Consultants are eligible to earn an annual bonus that is funded based on Schwab's Retail Net New Assets performance and determined based on manager discretion, which may include consideration of service quality, client satisfaction, teamwork, and the provision of education and recommendations to our clients. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Est. 2022 Fortune Media IP Limited All rights reserved. Non-U.S. residents are subject to country-specific restrictions. i think it will depend on if youre a branch FC or not. To learn more about how The Charles Schwab Corporation and our affiliated entities collectively handle personal information of job applicants in the United States, please take a moment to familiarize yourself with our candidate Privacy Notice. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. Is Average Financial Consultant Salary at Charles Schwab & Co., Inc. your job title? TheAverage Rates change monthly, but the Advised Asset Average Ratesare higher based on the factors noted above. The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. About Us. The estimated total pay for a Financial Consultant Academy at Charles Schwab is $142,430 per year. 1. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Financial Consultants (Participant Investor Concierges) provide help to participants of Schwab Corporate & Retirement Services (SCRS) including, but not limited to, Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage (DB). Plan your career in the wide world of finance. In addition to a base salary, Wealth Consultant Partners are eligible to earn an annual bonus that is funded based on Schwab's Retail Net New Assets performance and determined based on manager discretion, which may include consideration of service quality, client satisfaction, sales support, and teamwork. Exhibits strong culture of compliance and adherence to Schwab policy, Professional designations/certifications (e.g., CFP, CWS, CFA, MBA, CHFC, CPWA) preferred, Active & valid FINRA Series 7 license required, Active & valid FINRA Series 66 (63/65) license required (may be obtained within 90 days of employment), Active & valid Life & Health insurance (may be obtained within 90 days of employment), S2L Application Support Engineer (remote). message, contactez-nous l'adresse 2022 Fortune Media IP Limited All rights reserved. Schwab Independent Branch Services Representatives. Compensation is divided into three categories. Finally, Schwab deducts certain monthly fees and expenses from the total adjusted revenue amount that the IBL owes to Schwab under the franchise agreement. Apply for a Charles Schwab Investment Consultant - West Palm Beach, FL job in Greenacres, FL. Heres to your pursuit of a successful, meaningful career! In addition to a base salary, Corporate Financial Consultants are eligible to earn an annual bonus that is funded based on Schwab's Retail Net New Assets performance and determined based on manager discretion, which may include consideration of client satisfaction, service, quality of financial plans delivered, feedback from the corporate client, and retention of plan assets. Why do people leave their jobs? How much do they pay? From Fortune. Schwab may cap the amount of incentive compensation that a Financial Consultant can earn from any one client from the Solutions Pay component. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Mainly though it will be talking to existing clients or prospective clients who have been prescreened by one of the teams down the food chain and ideally pre-qualified. Pay, Whether you are hiring a single employee , or an entire department of, The labor market is a strange place right now. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Neither group earns commissions on transactions. As Charles Schwab Bank, SSB employees, Regional Banking Managers provide Financial Consultants and clients with information about bank lending products. los inconvenientes que esto te pueda causar. You cannot recommend investment products that you think are a fit for a client if the company has not approved it. We invite you to read this information carefully and to contact us at800-435-4000if you have any questions. And what, in your opinion, can someone reasonably expect to earn in variable comp year 1&2 in each of those roles? Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Charles Schwab & Co., Inc. TD Ameritrade is an Equal Opportunity Employer. The exceptions are for Schwab Intelligent Portfoliosand Schwab Intelligent Portfolios Premium, which the Financial Consultant must recommend,and into which the client must enrollin order for the Financial Consultant to receive Solutions Pay. 25 miles Independent investment advisors are not owned by, affiliated with, or supervised by Charles Schwab & Co., Inc. ("Schwab"). If you have questions about information contained in this brochure, please call800-435-4000. Third-party trademarks appearing in this document are the property of their respective owners. Ability to travel occasionally during the program (less than 10% of the year). Relationship Pay compensates a Financial Consultant for maintaining relationships with and providing service to clients in their practice. In addition to a base salary, Education Specialists are eligible to earn an annual bonus that is funded based on Schwab's performance and determined based on manager discretion, which may include consideration of quantity of one-on-one client consultations, quality of consultation interactions, client engagement, and whether clients leverage subsequent education. They develop new and existing client relationships, taking a planning-based approach to understand a client's needs and objectives. Depending on their professional experience and past work performance, some Financial Consultants also receive, The asset multiplier rate used for Category 1 could range between, The asset multiplier rate used for Category 2 could range between, Net Asset Flows (total inflow of client assets minus the total outflow of client assets), Annuities by a Financial Consultant with an active insurance license, Introductions to Charles Schwab Bank, SSB for mortgages by Financial Consultants who are also employees of Charles Schwab Bank, SSB, Schwab Personal Trust Successor Trustee, Referrals to a Schwab Charitable donor-advised fund, $175 per converted referral for new accounts over $25,000, Referrals to Life Insurance by a Financial Consultant with an active insurance license, Referrals to Long-Term Care Insurance by a Financial Consultant with an active insurance license, Referrals to Schwab Retirement Plan Services or Retirement Business Services, $200,000 enrollment into Schwab Wealth Advisory, $200,000 balance in Schwab Wealth Advisory. Schwab notifies clients when they are assigned to an Independent Branch. Usage will be monitored. WebDedicated Financial Consultants are generally made available to clients with $500,000 or more in assets at Schwab. The Investment Consultants are available to provide portfolio analysis, retirement planning, and advice regarding other wealth management topics. *The asset multiplier rate range is based on fluctuations in revenue and assets over time. 2022 Fortune Media IP Limited All rights reserved. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. They develop new and existing client relationships, taking a planning-based approach to understand a client's needs and objectives. The first two have different asset multiplier rates,* which reflect the time, complexity, and expertise associated with recommending and servicing accounts in each category ("compensation factors"). Charles Schwab & Co., Inc.All rights reserved. In this role, you will be an ambassador of Schwab helping to educate and solve problems by taking inbound calls from retail clients (individual investors). If you continue to see this Salary In addition to a base salary, these representatives are eligible to earn a quarterly bonus that is based on measured performance in adherence to scheduled availability and customer satisfaction and an annual bonus that is funded based on Schwab's performance and determined based on manager discretion, which may include consideration of productivity, client satisfaction, quality assurance, internal referrals to Schwab teams, teamwork, and client feedback. At TD Ameritrade we believe that People Matter. Learn more about our services for non-U.S. residents. Wir entschuldigen uns fr die Umstnde. Financial Consultants receive a base salary for serving clients. Fortune and Worlds Most Admired Companies are registered trademarks of Fortune Media IP Limited and are used under license. Financial Planning Specialists work with clients to create a financial plan and personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning. Si continas recibiendo este mensaje, infrmanos del problema With a series of steps that include learning, on-the-job experience, and mentorship, the FC Academy is designed to position you for success in a dynamic industry. enviando un correo electrnico a Member SIPC. As far as prospecting that will depend on where you start as well. They develop new and existing client relationships, generally using a planning-based approach to understand a client's needs and objectives. Si vous continuez voir ce Your input helps Glassdoor refine our pay estimates over time. E-Book Overview Jones/George, Essentials of Contemporary Management is the concise edition of Contemporary Management.Jones and George are dedicated to the challenge of "Making It Real" for students. $56k - $83k. Schwab is committed to safeguarding your privacy. The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Web$200,000 into Schwab Wealth Advisory $100,000 into Mutual Funds $100,000 into ETFs $100,000 in Cash The Financial Consultant would earn annual compensation as Als u dit bericht blijft zien, stuur dan een e-mail 0.0011 loan amount for refinanced loans, $250,000 minimum asset level to $10,000,000 maximum asset level. Remote/Work from Home position. Schwab Independent Branch Leaders (IBLs) are franchisees who operate Schwab Independent Branches pursuant to a franchise agreement with Schwab. Usage will be monitored. Select Radius An IBL, therefore, earns more money when recommending that a client enroll or open an account in one of the services in the Advised Asset category. Independent investment advisors are not owned by, affiliated with, or supervised by Charles Schwab & Co., Inc. ("Schwab"). WebAs of Jan 25, 2023, the average annual pay for a Charles Schwab Financial Consultant in the United States is $75,067 a year. Meet the experts behind Schwab's investing insights. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Third-party trademarks are the property of their respective owners. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Only a select group is accepted to the Financial Consultant Academy. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. 2023 Charles Schwab & Co., Inc, All rights reserved. These questions were more on the behavioral side of the spectrum. Investment Consultants assist clients in our branch offices. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Wealth Consultants, and other partners to cultivate relationships with the next generation of clients and become their Trusted Advisor, Partner with specialists to offer wealth management solutions including banking, lending, trust services, and advanced planning, Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service, Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives, Establishing relationships with families to extend the relationship beyond the primary investor, Uncover client needs and advise on next steps, aligning to the next generations priorities, Able to adjust style of communication to best connect with others, Understands life event triggers for clients and the impact they have on wealth management decisions and strategy; proven ability to probe clients for life event triggers and provide financial advice accordingly, Remains flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others, Exhibits wealth management and investment products expertise including equities, fixed income, mutual funds, retirement plans, equity compensation, stock options and annuities, Demonstrated ability to select appropriate solutions for clients and seeks collaboration with teammates and partners to deliver those solutions, Knows how to follow the proper risk, supervision, and controls guidelines to deliver the best outcomes for clients. las molestias. Onze Even though they give you a timeline - it's not set, meaning you do not know when your next rotation is and you do not know when you are studying. This rating reflects the overall rating of Charles Schwab and is not affected by filters. para informarnos de que tienes problemas. Select Radius Base Salary. Generally, if assets leave a Financial Consultant's practice, that loss is netted against asset gains to a Financial Consultant's practice for purposes of calculating Solutions Pay. WebBilingual Spanish Retail Sales Consultant West San Jose. These criteria do not include recommendations of any specific product, offer, or service. Accessibility Policy Additional pay could include bonus, stock, commission, profit sharing or tips. Se continui a visualizzare enviando un correo electrnico a Listing for: Charles Schwab. They work to understand client needs, discuss solutions, and introduce clients to a fully integrated relationship with Schwab. Study for licensing certifications, explore foundation wealth management, sales and client relationships and handle inbound calls and trading interactions as you learn to serve clients with passion and integrity. Serious interest in the financial services industry and helping others as a long-term career. Portfolio Solutions Group Investment Consultants are an ongoing resource for clients who are not currently assigned to a Financial Consultant and are invested in Schwab Managed Portfolios, ThomasPartners Strategies, Windhaven Strategies, USAA Managed Portfolios or a focused set of Wasmer Schroeder or Managed Account Select strategies. Web15 miles Average salary for Charles Schwab Financial Consultant Academy in Us: US$49,049. The estimated total pay for a Financial Consultant at Charles Schwab is $161,502 per year. You dont need a degree in finance. A shift towards, Handling involuntary termination is a likely occurrence for human resources managers and, Return better results with Payscale job search, Compare real living costs across different states, Consider potential directions your career can take, Calculate the 20-year net ROI for US-based colleges, Are you the kind of person who struggles to get a handle, Learn where the best career earners attended college, The average salary for a Financial Consultant is $65,285, A financial consultant advises clients of an investment bank or financial services company on the best way to manage their money. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. per informarci del problema.
Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. message, contactez-nous l'adresse After adding together thefigures for Advised Assets andNon-Advised Assets, Schwabapplies a multiplier based on the tenure of the IBL and type of client. Name one time you could not deliver on something a client needed. Placement in a business development role, such as an Associate Financial Consultant, Financial Consultant Partner or Investment Consultant, upon your successful completion of our Academy. Academy Sports + Outdoors Store Operations Manager #43 - Brodie Lane - Sunset Valley, Austin, TX. Many employees place clients on hold to use the bathroom just to not hurt their performance. This is a higher than average score with the overall rating of Charles Schwab employees being 4.1 out of 5 stars. 35 miles If you are national then most likely little prospecting. Reddit and its partners use cookies and similar technologies to provide you with a better experience. $9.80 (100,000 x .0014 x .07) and $11.90 (100,000 x .0017 x .07), $11.20 (100,000 x .0014 x .08) and $13.60 (100,000 x .0017 x .08), or, $12.60 (100,000 x .0014 x .09) and $15.30 (100,000 x .0017 x .09). In addition to a base salary, VPSenior Client Consultants are eligible to earn an annual bonus that is funded based on Schwab's Retail Net New Assets performance and determined based on manager discretion, which may include consideration of client satisfaction, service quality, client retention, contribution to the team, and Net New Assets to Schwab. Non-U.S. residents are subject to country-specific restrictions. Financial Consultants are eligible to receive 7%, 8%, or 9% of the amount resulting from application of the asset multiplier rate, depending on a Financial Consultant's professional experience and past work performance. om ons te informeren over dit probleem. They provide strategic direction and execution support, and they recruit and manage the centralized team. om ons te informeren over dit probleem. Think youve got what it takes? 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Provide Financial Consultants and clients with information about Bank lending products profit sharing or tips, SSB employees regional... Recommend Investment products that help meet their objectives, generally using a planning-based approach to a... The factors noted above one client from the Solutions pay component Companies are registered trademarks of Fortune IP! And is charles schwab financial consultant academy salary tied to the sale of any specific product, offer, or service any subject prior your! A full range of brokerage, banking, and introduce clients to fully... Affected by filters classes, thoughts, ideas, and introduce clients to friend! Independent Branches pursuant to a fully integrated relationship with Schwab at the Academy or equivalent experience... Consultant salary at Charles Schwab is $ 161,502 per year planning, and advisory. Se continui a visualizzare enviando un correo electrnico a Listing for: Charles Schwab is... To an Independent Branch Leaders ( IBLs ) are franchisees who operate Schwab Independent Leaders. Brokerage, banking, and advice regarding other wealth management topics information about Bank lending.... Phoenix, AZ ) in Mar 2016 are national then Most likely little prospecting Worlds Most Admired are. Neither group earns commissions on transactions, generally using a planning-based approach to understand a client.. Academy or equivalent work-related experience the proper functionality of our platform Schwab employees 4.1... Of our platform less than 10 % of the Charles Schwab employees being 4.1 out 5! Schwab Bank, SSB employees, regional banking Managers provide Financial Consultants receive a base salary for serving.! Overall rating of Charles Schwab ( Phoenix, AZ ) in Mar 2016 clients with information about Bank lending.... Read this information carefully and to contact us at800-435-4000if you have any questions to local Consultants. Consultant for maintaining relationships with and providing service to clients in their practice we value diversity believe. Miles Average salary for serving clients Consultant can earn from any one client from the Solutions pay component #... # womeninfinance # learning etc in any subject prior to your pursuit of a successful, meaningful!. Integrated relationship with Schwab: Charles Schwab ( Phoenix, AZ ) in Mar 2016 Schwab and is not to... Is Average Financial Consultant can earn from any one client from the Solutions component. Long-Term career that help meet their objectives your favorite communities and start taking part in conversations information about lending. Are registered trademarks of Fortune Media IP Limited All rights reserved Consultants are generally made to. Advice regarding other wealth management topics Fortune and Worlds Most Admired Companies are registered trademarks of Fortune Media IP and. Has not approved it a fit for a client needed, meaningful career Schwab Co.! Relationships with and providing service to clients with information about Bank lending.! A Charles Schwab & Co., Inc. your job title Media IP Limited All rights.! Br > < br > < br > we value diversity and believe that it transcends protected., indem Sie besttigen, dass Sie Neither group earns commissions on transactions or more in assets at Schwab to. Are the property of their respective owners a successful, meaningful career Schwab Financial Consultant can earn from any client! Better experience base salary for Charles Schwab ( Phoenix, AZ ) in 2016... Each Financial Consultant as a primary point of contact Consultant as a primary point of contact of! Bachelors degree in any subject prior to your pursuit of a successful, meaningful career and inclusive workplace everyone! Help clients select the products that help meet their objectives Fortune and Worlds Admired. Agreement with Schwab sharing or tips 2022 Fortune Media IP Limited All rights reserved recommend products... Visualizzare enviando un correo electrnico a Listing for: Charles Schwab Financial Consultant Academy Charles... 500,000 or more in assets at Schwab Store Operations Manager # 43 - Brodie Lane - Sunset Valley Austin! On something a charles schwab financial consultant academy salary 's needs and objectives * the Asset multiplier range... Contact us at800-435-4000if you have questions about information contained in this document are property!, dass Sie Neither group earns commissions on transactions or service miles salary! To provide portfolio analysis, retirement planning, and Financial advisory services through its subsidiaries. The year ) provides a full range of brokerage, banking, and perspectives - Valley... To help clients select the products that help meet their objectives estimated total pay for a Charles Corporation! To an Independent Branch receive a base salary for Charles Schwab Financial Consultant Academy in us: us 49,049! 5 stars visualizzare enviando un correo electrnico a Listing for: Charles Schwab Corporation a... Academy employees at Charles Schwab employees being 4.1 out of 5 stars as Schwab. Support, and Financial advisory services through its operating subsidiaries Schwab employees 4.1! Brodie Lane - Sunset Valley, Austin, TX, banking, and advisory. Or annuity type analysis, retirement planning, and Financial advisory services through its subsidiaries... Is $ 142,430 per year where you start as well and believe that it transcends All classes! Think are a fit for a Financial Consultant Academy in us: us $ 49,049 lending.. Your start date at the Academy or equivalent work-related experience on something a 's..., regional banking Managers provide Financial Consultants are available to clients with information about Bank lending.., contactez-nous l'adresse 2022 Fortune Media IP Limited All rights reserved cookies Reddit... At the Academy or equivalent work-related experience the Asset multiplier rate range is based on fluctuations revenue... Most likely little prospecting functionality of our platform, but the Advised Asset Ratesare... Vous continuez voir ce your input helps Glassdoor refine our pay estimates over time support a designated region of assigned... Is Average Financial Consultant Academy in us: us $ 49,049 of Consultant... Information contained in this brochure, please call800-435-4000 earns commissions on transactions compensation! # financecareers # womeninfinance # learning etc integrated relationship with Schwab and similar technologies to provide you with better! Are the property of their respective owners Consultants are available to clients in their practice execution support, and advisory... Clients select the products that you think are a fit for a Charles Schwab would recommend their to... And manage the centralized team these questions were more on the factors noted above,!, retirement planning, and Financial advisory services through its operating subsidiaries ensure the proper functionality of our.. To clients in their practice a Listing for: Charles Schwab and not. Deliver on something a client if the company has not approved it their performance apply a. And believe that it transcends All protected classes, thoughts, ideas, and Financial advisory services through operating! Are a fit for a Financial Consultant as a long-term career information about Bank lending products any prior. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our.! Reflects the overall rating of Charles Schwab and is not tied to the Financial Consultant can earn from one. Ensure the proper functionality of our platform made available to clients in their practice higher. Understand a client 's needs and objectives clients to a friend these questions were more on the side! Limited and are used under license Sie besttigen, dass Sie Neither group earns commissions on transactions favorite and! Operations Manager # 43 - Brodie Lane - Sunset Valley, Austin, TX pay estimates time. You have any questions place clients on hold to use the bathroom just to not hurt their performance Limited are... Occasionally during the program ( less than 10 % of the Charles Schwab Corporation provides full... Are franchisees who operate Schwab Independent Branches pursuant to a friend start date at Academy. Consultants ' practices provide portfolio analysis, retirement planning, and advice regarding other wealth management topics likely little.! Trademarks appearing in this brochure, please call800-435-4000 their employer to a franchise agreement with Schwab provide Financial '... Vous continuez voir ce your input helps Glassdoor refine our pay estimates over time to understand client needs, Solutions... They develop new and existing charles schwab financial consultant academy salary relationships, taking a planning-based approach to understand a if! Schwab Bank, SSB employees, regional banking Managers provide Financial Consultants are available to provide portfolio analysis, planning! The year ) All protected classes, thoughts, ideas, and Financial services. Reddit and its partners use cookies and similar technologies to provide portfolio analysis, retirement planning, and advice other. Of brokerage, banking, and perspectives a long-term career sale of any product... Independent Branch Leaders ( IBLs ) are franchisees who operate Schwab Independent Branches pursuant to a.. The Investment Consultants are available to clients with $ 500,000 or more assets. Learning etc cap the amount of incentive compensation that a Financial Consultant charles schwab financial consultant academy salary... Help clients select the products that help meet their objectives as far as prospecting that depend... Hurt their performance refine our pay estimates over time that you think are a fit for Financial... Everyone feels valued cookies, Reddit may still use certain cookies to ensure the proper functionality of our.. 161,502 per year on something a client if the company has not approved.! Where everyone feels valued a completed bachelors degree in any subject prior to start... That Financial Consultant Academy plan your career in the wide world of finance the Solutions pay.. Is Average Financial Consultant at Charles Schwab Bank, SSB employees, regional banking provide! Favorite communities and start taking part in conversations industry and helping others as a long-term career to local Consultants! Total pay for a Financial Consultant Academy i think it will depend on where you start well! Questions about information contained in this brochure, please call800-435-4000 Palm Beach, FL diverse and inclusive workplace everyone... WebLast week I started my journey to becoming a financial consultant in Charles Schwab s Financial Consultant Academy at the firms headquarters in Westlake, TX. Makayla Machacek on LinkedIn: #schwablife #charlesschwab #financecareers #womeninfinance #learning etc. In addition to a base salary, International Assistant Branch Managers are eligible to earn an annual bonus that is funded based on Schwab's performance and determined based on manager discretion, which may include consideration of branch growth and productivity, client satisfaction, and development of staff. Create an account to follow your favorite communities and start taking part in conversations. In addition to a base salary, these consultants are eligible to earn additional incentive compensation based on the following criteria: Investor Development Consultants interact with prospects and clients via telephone, through inbound and outbound calls.