Join Charles Schwab's Advice Academy, a 12-month rotational program designed to kickstart your career in financial planning and advice. Gain hands-on experience, mentorship, and the skills needed to excel in the wealth management industry.
Key Responsibilities
Study and pass FINRA SIE, Series 7 and 66 licenses
Learn from mentors and coaches to develop consultative skills
Provide service and assist clients with trading needs
Complete rotations within Wealth & Advice Solutions businesses
Engage in business development opportunities through client interactions
Required Qualifications
Completed bachelor’s degree in any discipline from an accredited college or university
Completed or enrolled in CFP Board-approved coursework
Preferred Qualifications
Interest in Financial Planning
Ability to travel occasionally during the program
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance