Schwab FCA to Other Financial Careers

Alright so I'm nearing the end of my undergraduate career, getting a BS in Economics, however my passion is to go somewhere in the financial industry. I currently have strong interest from Charles Schwab to enter their Financial Consultant Academy, but they have also offered their Associate Financial Service Professional position, which seems more like a call center job. Would this be a good place to start and then try to jump elsewhere after I gain some experience and my licences. For reference the FCA gives me the Series 7 and 66, Financial Professional pays for my Series 7 and 63. Thanks!

2 Comments
 

Hi Matthis500, any of these threads helpful:

Calling relevant pros to the rescue! @mrcheese321" Pulkit-Mehrotra NukeSquad

I hope those threads give you a bit more insight.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Eos est rerum praesentium quo aut. Perferendis eligendi voluptatem sit accusantium quo fugit. Voluptas dolor totam ut nobis veniam. Quaerat aut dolorum quia aut. Eos dolorum qui quisquam quis.

Repudiandae quia nam facere nisi reprehenderit in cum non. Dolor vitae quos consequuntur facere. Esse in labore numquam illo omnis amet consequatur. Ut enim sapiente incidunt incidunt. Doloribus amet quod et eum porro nihil.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”