Schwab Financial Consultant Academy . Management was typically solid however turned over constantly, during my year we had 4 different supervisors. Clear All. The Schwab Financial Consultant Academy is a developmental rotational program that prepares individuals for a career as a Financial Consultant in one of our branches. Now the firm has gone down the tubes dramatically and they hired outside managers who have no idea what they are doing and do not understand the company's culture. Cons. Ask a recruiter. Each day I had time to perform my duties. Vacation & Sick time accrue quickly but when it’s busy it can be hard to get approval for time off, relaxed corporate culture, mgmt encouraging and supportive, great benefits and compensation. Poor Customer Service & Limited Resources. ... Pinkerton Academy. 2 years 7 months. Zip code, or city and state . Get help updating your resume through Indeed, See more Charles Schwab reviews by job title. VP, Financial Consultant Charles Schwab October 2016 – September 2017 1 year. Financial Consultant Academy Charles Schwab. Compensation is competitive. They really put a great emphasis on making sure people minimize risk and provide great customer service. say women are treated fairly and equally to men. The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. The Schwab Financial Consultant Academy is an 18 to 24-month rotational program that prepares you for a role as an Associate Financial Consultant or Financial Consultant Partner and, ultimately, for the role of Financial Consultant. Close. You may be there 14 months, you might be there 25 months. An excuse to fill their unappealing call center robot jobs. ... Talk with your Schwab Financial Consultant or call 800-355-2162. Glassdoor will not work properly unless browser cookie support is enabled. This will replace the current featured review for targeted profile. See reviews by: Popularity|Rating|Date|All. We’re looking for a select group of individuals who will earn a spot on our team. Experience and licensing, both things are easy to come by in the call center. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. You rotate through the program but each rotation involves answering phones for rude clients. I learned many new technologies and methodologies. Get weekly updates, new jobs, and reviews, VP, Financial Consultant- Huntersville, NC, Associate Financial Consultant - Oak Brook, IL, Associate Financial Consultant- Charlotte, NC, Financial Consultant Partner - New York City, NY, all Charles Schwab reviews in United States, all Charles Schwab reviews for Financial Consultant, Charles Schwab selected this as a representative review. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. The training you receive is adequate. I was given a lot of opportunities to be able to grow my skills. A free inside look at company reviews and salaries posted anonymously by employees. -The average person lasted 8 months, bonuses, employee empowerment, good environment. Jobs; Companies; Salaries; Interviews; Search. My position in the local Schwab branch is to reach out to clients via phone, e … What the position really entails is answering phones 8-10 hours straight each day. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Throughout the recent crisis, it’s heartening to see our employees step up to meet the new challenges we face at work, while also taking the necessary steps to keep themselves and their families safe. If you're not on the phone when your scheduled, it's hurts your performance which hurts your raises. 1) Decent … (minimum legally-required break and lunch time, PTO, sick time. 3) Terrible volume prediction for staffing resulting in canceled training classes, team meetings, and pressure to "get them off the phone fast" (They say they want to "See through clients eyes", but frontline workers are coached to get clients off the phone as quickly as possible, and limit real-time assistance, instead choosing to deflect service needs to online self-service options. Ready to apply? -For 75% of the time youre there youll be doing password resets and helping people log onto their website.Even once youre licensed the most common call you will get will be someone needing help on the website or a paperwork issue. Jun 2020 – Present 1 month. Companies. .css-eh7h32-StyledText{font-family:"Noto Sans","Helvetica Neue","Helvetica","Arial","Liberation Sans","Roboto","Noto",sans-serif;font-weight:inherit;color:#595959;font-size:1.5rem;line-height:1.25;font-weight:700;color:#595959;}4.1.css-1dnul8l-StyledText{font-family:"Noto Sans","Helvetica Neue","Helvetica","Arial","Liberation Sans","Roboto","Noto",sans-serif;font-weight:inherit;color:#595959;font-size:0.75rem;line-height:1.5;display:block;color:#767676;}Fairygodboss Score, .css-14mjp5-StyledText{font-family:"Noto Sans","Helvetica Neue","Helvetica","Arial","Liberation Sans","Roboto","Noto",sans-serif;font-weight:inherit;color:#595959;font-size:1rem;line-height:1.5;font-weight:700;padding-right:0.25rem;top:3px;}68%.css-eprm50-StyledText{font-family:"Noto Sans","Helvetica Neue","Helvetica","Arial","Liberation Sans","Roboto","Noto",sans-serif;font-weight:inherit;color:#595959;font-size:0.75rem;line-height:1.5;display:table-cell;}say women are treated fairly and equally to men. Reviews & Awards. good people, Great work environment -Expect to take 50 calls in an 8 hour shift ... performing trade order reviews, or answering service calls, Operations plays a critical role in helping our clients achieve their financial goals and inspiring client loyalty. Glassdoor has 3,202 Charles Schwab reviews submitted anonymously by Charles Schwab employees. 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. Take care of both clients and employees. What is the work environment and culture like at Charles Schwab? Work in HR/Personnel or Marketing? 1) They'll train you for any license you'll need (they determine if you need them) Ask a question about working or interviewing at Charles Schwab. Charles Schwab … AFC is in charge of … It's based on business needs (the calls). They really have a collaborative and very fun environment to work in. Have an opportunity to take exams – Obtaining your registrations. It was never explained from the beginning there is different shifts. This rating reflects the overall rating of Charles Schwab and is not affected by filters. Jan 2015 – Aug 2017 2 years 8 months. being on the list, it's MiddleofNowhere, USA. Explore leadership during COVID-19, working conditions and WFH support. - They expect you to wear a suit to answer calls in a phone center Management set's expectations for production and always I strive to exceed. Managers and higher ups are helpful and approachable. I like the fact that the company has a great reputation in San Fran and the entire west coast, the salary is competitive and manager are superb. Get a free employer account. Executives make unreasonable decisions and it affects the employees in the call center negatively. Competitive work environment. Find a Branch. 1) They treat you like a line item in a spreadsheet or an input in a machine (metrics are used punitively instead of constructively: You can have a 98% Client Satisfaction Score and earn you no earnest recognition, but if you take 15 seconds longer per call than the average person in your department because of difficult clients/calls , you aren't promoted. Financial Consultants may give financial planning and investment advice to some of their clients. Good culture for those looking to work hard and much more than 40 hours per week. The people are very friendly and nice to work with and the company holds true to its values. It's mentally draining to take calls 7/8 hours. Although Schwab as a company may earn more or less revenue depending on the investment product or portfolio management service a Financial Consultant recommends, we have designed their compensation based on the time, complexity, and expertise necessary to understand, recommend, and … Multiple career building opportunities. Overall a great company. High … Rate your employer to help people make better career decisions. Grow your employer brand. Are you sure you want to remove this review from being featured for targeted profile? Although Schwab as a company may earn more or less revenue depending on the investment product or portfolio management service a Financial Consultant recommends, we have designed their compensation based on the time, complexity, and expertise necessary to understand, recommend, and … -The performance metrics will change at will Our community is ready to answer. Political and petty, managers even talk bad about members in the program. Financial Consultant Academy (Current Employee) - Phoenix, AZ - February 22, 2018 I like the fact that the company has a great reputation in San Fran and the entire west coast, the salary is competitive and manager are superb. Putting its clients first. What tips or advice would you give to someone interviewing at Charles Schwab? Charles Schwab Associate Financial Consultant Associate Financial Consultant (Current Employee) - Salt Lake City, UT - April 23, 2015 Schwab is a great company to work for. The recruiters need to know the role better so they can explain it more accurately to prospects. Sometimes call volumes are prioritized over personal development. Updated Feb 18, 2021. A Schwab Financial Consultant can help you achieve your financial goals. Some cohort starts studying 6 months in, some start 3 months. What they don't tell you is that the Academy is an excuse for Schwab to siphon bushy-tailed and bright-eyed energy from recent college graduates and career switchers in order to staff their call centers with high-level talent for 2 years. Fairygodboss provides free job reviews for women, by women. ... Glassdoor has 3,132 Charles Schwab reviews submitted anonymously by Charles Schwab employees. -They subjectively track performance and play favorites I know I am not the only person in the program that felt the position was not described accurately. Here’s Exactly What to Write to Get Top Dollar, Client Relationship Specialist Inter­views, How To Follow Up After an Interview (With Templates! 3) You learn how to quickly uncover a service need, and collaborate to solve it, which transfers to other professions (because after a few months of this role, you WILL want to leave, if you are able to do so), The majority of Schwab jobs are service-related, which makes sense because they are a financial services firm. About Us; Awards; Salary is competitive, health care is good, not great, pay time off is fair compared to the market standards. -Some of the managers are top quality Glassdoor. -Series 66 Financial Consultant Academy-Series 7-Series 66. Experience the securities industry firsthand as part of a service center team – Join specialty client service team. This is not great for older clients who prefer phone-based walkthroughs, which is the majority of people who choose to call first before looking online), I have been working at Charles Schwab full-time for less than a year. With more than 2,100 employed advisors and $3.56 trillion in assets under management (AUM), Schwab easily ranks among the largest financial services companies in the U.S. It’s a collaborative environment with a team focus. The burden of reduced cost to clients, falls on the salaries of the employess. Through the Schwab Financial Consultant Academy, you will: Get a valuable head start on your career – Graduating and becoming an AFC or FCP. Every employee is determined to accomplish the common goal stated by higher management. 14 Charles Schwab Financial Consultant Academy interview questions and 11 interview reviews. Glassdoor gives you an inside look at what it's like to work at Charles Schwab, including salaries, reviews, office photos, and more. They try to down play the main job duty: being in a call center. Financial Consultants may give financial planning and investment advice to some of their clients. Original review: Nov. 21, 2020. i enjoy working at Schwab, great staff and support. Charles Schwab was a great firm 20 years ago when the founder Charles Schwab was very involved with the company and he steered the ship always in the right direction and it was a pleasure to work for such a smart individual. What will prevent you from getting a job at Schwab on the background check? They pay for your licensing and meet some good people. Great co-workers. Co-workers are a pleasure to work with and form a strong team from operational functions, compliance, and supervision. Benefits are great. Not only does the salary have a cap while in the program, it also has a maximum when you go to the branch for the first few years. great place to work and learn. Financial Consultant Academy Salaries; Associate Financial Consultant Salaries ; ... Charles Schwab Associate Financial Consultant Reviews. Would recommend to anyone wanting a good company with decent benefits. -Cutthroat Culture. This is the Charles Schwab company profile. Find a Branch Find a Consultant. A typical day at work revolves around generating business through meetings, walk-in clients, referral's , and making several phone call's to existing clients. Many employees place clients on hold to use the bathroom just to not hurt their performance. Blackout periods for time-off during half the year because of end of year and tax season volumes) Read employee reviews and ratings on Glassdoor to decide if Charles Schwab is right for you. Instead of Los Angels, NYC, Miami, etc. It's an over-glorified call center position. Explore information on salaries, job satisfaction, skills and more, Senior Staff-Application Programmer Engineer. ), 7 of the Best Situational Interview Questions. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. I was able to attain my Series 7 and 66 through them, and it was a great experience after overcoming some ridiculous oversights from their end. Don't believe me? I have been working at Charles Schwab full-time. Managers are lazy with no successful financial consultant experience. -If you dont like it, they wont let you transition to other departments 287 Charles Schwab reviews. Providing exceptional customer service to high networth clients and making suitable investment recommendations. Take 30 seconds to, Current Employee - Financial Consultant Academy, Former Employee - Financial Consultant Academy, Charles Schwab Relationship Specialist Jobs, Charles Schwab Client Relationship Specialist Jobs, 9 Attention-Grabbing Cover Letter Examples, 10 of the Best Companies for Working From Home, The Top 20 Jobs With the Highest Satisfaction, 12 Companies That Will Pay You to Travel the World, 7 Types of Companies You Should Never Work For, How to Become the Candidate Recruiters Can’t Resist, Vice President, Financial Consultant Salaries, 11 Words and Phrases to Use in Salary Negotiations, 10 High-Paying Jobs With Tons of Open Positions, Negotiating Over Email? Charles Schwab Reviews. They are innovative, their website is cutting edge, their customer support is superb.