Job Location : all cities,TX, USA
Do 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:
Investing in Yourself
What You Are Good At
#campus
Whats in it for youAt Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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:
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