Join Schwab's Advice Academy, a 12-month rotational program designed to launch your career in financial planning and advice. Gain hands-on experience, mentorship, and essential licenses while preparing for a rewarding role in wealth management.
Key Responsibilities
Study and pass FINRA SIE, Series 7 and 66 licenses
Learn from mentors and coaches to develop career in financial planning
Provide consultative solutions to clients
Create business development opportunities through client interactions
Take inbound service/trading interactions
Complete classroom and web-based learning programs
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