Advice Academy Professional - Charles Schwab

Position Type : RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization.

With a series of steps that include learning, on-the-job experience, and mentorship, the Advice Academy is designed to position you for success in a dynamic industry.

We are currently accepting applications for our upcoming 2025 Advice Academy classes in Feburary and August (based in Lone Tree, CO, Westlake, TX, and Phoenix, AZ).

Relocation assistance may be available for candidates relocating out of state to join the Advice Academy As a participant in our Academy, your career path towards a role in advice and planning will start with studying for and passing the required securities license exams.

You will then receive training to prepare you to deliver outstanding service and assist our clients with trading needs. After your training, you will complete rotations within 4 unique Wealth & Advice Solutions businesses.

Through these immersive rotation experiences, you will gain product and industry knowledge while being mentored on the soft skills needed for long-term success in your advice & planning career through live client interactions, coaching, and wealth management training.

Upon graduation from the Academy, you will move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team.

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) enrolled in this wealth management offer.

Throughout the Academy you will : Study and pass FINRA SIE, Series 7 and 66 licensesLearn from our numerous mentors, coaches and leaders that aim to develop you and your careerDevelop consultative skills through a needs-based process to provide helpful and relevant solutions to clientsCreate business development opportunities through outbound or inbound calls, in-branch client events, and by identifying and championing client goalsTake inbound service / trading interactions (phone, chat, email), serving clients with passion and integrityDevelop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationshipsComplete classroom, self-study, and web-based learning and development programsBe greeted with the collaborative and supportive nature that comes from working in a corporate center environment Be rewarded with the trust and rapport you establish with our clients Investing in YourselfComprehensive training program that includes a mix of instructor taught, web-based, and on the job learning.

Learn from a variety of team managers, your career mentor, leaders, and coaches that are focused on you and your destination career in financial planning and advice.

Promotion into a role in wealth management, as part of the SWA Service Team upon your successful completion of our Academy.

What You Are Good AtCareer aspirations to work in a financial planning & advice capacity Drive to perform in a face-to-face or virtual sales environmentCommitment to see things through the clients’ eyesAbility to build relationships with clients and explain complicated subjectsAbility to adapt and implement changes as market and business conditions evolveWhat you haveCompleted bachelor’s degree in any discipline from an accredited college or universityCompleted or enrolled in CFP Board-approved courseworkAbility to travel occasionally during the program (less than 10% of the year)#campusWhat’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success.

Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future : 401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance