Advice Academy Professional

2 weeks ago

Phoenix, United States Charles Schwab Full time
Position Type: RegularYour opportunity

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:

  • Study and pass FINRA SIE, Series 7 and 66 licenses
  • Learn from our numerous mentors, coaches and leaders that aim to develop you and your career
  • Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients
  • Create business development opportunities through outbound or inbound calls, in-branch client events, and by identifying and championing client goals
  • Take inbound service/trading interactions (phone, chat, email), serving clients with passion and integrity
  • Develop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships
  • Complete classroom, self-study, and web-based learning and development programs
  • Be 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 Yourself

  • Comprehensive 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 At

  • Career aspirations to work in a financial planning & advice capacity
  • Drive to perform in a face-to-face or virtual sales environment
  • Commitment to see things through the clients’ eyes
  • Ability to build relationships with clients and explain complicated subjects
  • Ability to adapt and implement changes as market and business conditions evolve
What you have
  • Completed bachelor’s degree in any discipline from an accredited college or university
  • Completed or enrolled in CFP Board-approved coursework
  • Ability to travel occasionally during the program (less than 10% of the year)

#campus


What’s in it for you

At 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 plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

  • Elementary Teacher

    4 weeks ago

    Phoenix, Arizona, United States CASA Academy Full time

    Teach Away is looking for an Elementary teacher to teach 1st Grade at CASA Academy.CASA Academy provides low-income students with the early academic foundation and character skills necessary to graduate from college and succeed in life. At CASA we are not just a school, but a movement to raise the bar for education in Phoenix.*Unique benefits of working at...

  • Talent & Student Recruitment Associate

    1 week ago

    Phoenix, United States CASA Academy Full time

    Unique benefits of working at CASA Academy: Staff Culture: CASA Academy is a fun and joyful learning environment. We have a supportive and collaborative team with a strong, positive staff culture. We enjoy potlucks and holiday parties as a team and provide surprise gifts and treats to our staff throughout the year! We care about our staff both...

  • Talent & Student Recruitment Associate

    2 weeks ago

    Phoenix, United States CASA Academy Full time

    Unique benefits of working at CASA Academy:Staff Culture: CASA Academy is a fun and joyful learning environment. We have a supportive and collaborative team with a strong, positive staff culture. We enjoy potlucks and holiday parties as a team and provide surprise gifts and treats to our staff throughout the year! We care about our staff both professionally...

  • Talent & Student Recruitment Associate

    2 days ago

    Phoenix, United States CASA Academy Full time

    Unique benefits of working at CASA Academy:Staff Culture: CASA Academy is a fun and joyful learning environment. We have a supportive and collaborative team with a strong, positive staff culture. We enjoy potlucks and holiday parties as a team and provide surprise gifts and treats to our staff throughout the year! We care about our staff both professionally...

  • Multicultural Language Lab Teacher

    5 days ago

    Phoenix, United States Gateway Academy Full time

    **About Gateway Academy**: Gateway Academy is the premier day school in the state of Arizona, specializing in Twice-Exceptional students with High Functioning Autism. With a commitment to providing a supportive environment for both students and teachers, we prioritize work-life balance and offer competitive benefits. Our small class sizes ensure personalized...

  • Elementary School Teacher

    5 days ago

    Phoenix, United States CASA Academy Full time

    **CASA Academy **provides low income students with the early academic foundation and character skills necessary to graduate from college and succeed in life. At CASA we are not just a school, but a movement to raise the bar for education in Phoenix. **Unique benefits of working at CASA Academy**: - **Staff Culture**:CASA Academy is a fun and joyful...

  • Ascension Academy with Air Transat

    6 days ago

    Phoenix, United States Air Transat Full time

    Be part of the journey !Become an Air Transat PilotJob DescriptionYour training programThe Ascension Academy is open to anyone with little or no flying experience, whatever their professional or educational background. If you’ve always dreamed of flying or want to change your career path, this training program can help you take on a new life by flying our...

  • Ascension Academy with Air Transat

    2 days ago

    Phoenix, United States Air Transat Full time

    Be part of the journey !Become an Air Transat PilotJob DescriptionYour training programThe Ascension Academy is open to anyone with little or no flying experience, whatever their professional or educational background. If you’ve always dreamed of flying or want to change your career path, this training program can help you take on a new life by flying our...

  • Elementary School Teacher

    3 days ago

    Phoenix, United States CASA Academy Full time

    CASA Academy provides low income students with the early academic foundation and character skills necessary to graduate from college and succeed in life. At CASA we are not just a school, but a movement to raise the bar for education in Phoenix.Unique benefits of working at CASA Academy:Staff Culture: CASA Academy is a fun and joyful learning environment. We...

  • Elementary School Teacher

    2 days ago

    Phoenix, United States CASA Academy Full time

    CASA Academy provides low income students with the early academic foundation and character skills necessary to graduate from college and succeed in life. At CASA we are not just a school, but a movement to raise the bar for education in Phoenix.Unique benefits of working at CASA Academy:Staff Culture: CASA Academy is a fun and joyful learning environment. We...

  • Elementary School Teacher

    2 days ago

    Phoenix, United States CASA Academy Full time

    CASA Academy provides low income students with the early academic foundation and character skills necessary to graduate from college and succeed in life. At CASA we are not just a school, but a movement to raise the bar for education in Phoenix.Unique benefits of working at CASA Academy:Staff Culture: CASA Academy is a fun and joyful learning environment. We...

  • Ascension Academy with Air Transat

    1 week ago

    Phoenix, Arizona, United States Air Transat Full time

    Job Description Your training program The Ascension Academy is open to anyone with little or no flying experience, whatever their professional or educational background. If you’ve always dreamed of flying or want to change your career path, this training program can help you take on a new life by flying our medium-range aircraft. . We have developed...

  • Preschool Teacher and Assistant

    2 days ago

    Phoenix, United States Regina Caeli Academy Full time

    Job DescriptionJob DescriptionWe are hiring at Regina Caeli! Regina Caeli Academy (www.rcahybrid.org), a homeschool resource center, seeks part-time tutors at its location in Phoenix, AZ for classes beginning August 2024. This location serves central and West Valley Phoenix areas. Regina Caeli Academy is an accredited PreK-12 Classical homeschool hybrid...

  • Elementary School Teacher

    1 month ago

    Phoenix, United States Adam's Traditional Academy Full time

    Adams Traditional Academy is seeking full-time elementary school teachers to join our team for the 2024/2025 school year. Our highly successful and sought after school, is looking for highly qualified, passionate, and energetic educators with a strong work ethic. We offer a highly professional atmosphere where teachers are valued and supported....

  • Training Specialist, Quality First Academy

    3 weeks ago

    Phoenix, United States Southwest Human Development Inc Full time

    Job DescriptionJob DescriptionSouthwest Human Development is seeking a Training Specialists to join the Quality First Academy (QFA) team. The role of the QFA is to provide data-driven, high quality professional development to early childhood development professionals in Arizona’s Quality First system and beyond. Through a comprehensive, integrated and...

  • Business Development Specialist

    4 weeks ago

    Phoenix, United States 160 Driving Academy Full time

    Job DescriptionJob DescriptionWhether you see yourself in sales, business development, customer service, retail management, or operations, as a 160 Business Development Specialist you will have exposure to all facets of the business and a career full of growth opportunities. 160 Driving Academy is the nation's largest CDL training provider and fastest...

  • Gymnastics Coach

    4 weeks ago

    Phoenix, United States Impact Gymnastics Academy Full time

    Job DescriptionJob Description Benefits/PerksCompetitive CompensationFlexible ScheduleGreat Work EnvironmentJob SummaryWe are seeking an experienced Gymnastics Coach to join our team! As a Gymnastics Coach with us, you will be teaching in a group as well as on an individual level, and you will be handling a variety of age groups and skill levels. You will...

  • Gymnastics Coach

    1 month ago

    Phoenix, United States Impact Gymnastics Academy Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingFlexible scheduleBenefits/PerksCompetitive CompensationFlexible ScheduleGreat Work EnvironmentJob SummaryWe are seeking an experienced Gymnastics Coach to join our team! As a Gymnastics Coach with us, you will be teaching in a group as well as on an individual level, and you will be handling a variety of...

  • Science Teacher

    2 days ago

    Phoenix, United States Great Hearts Academies Full time

    **Science Teachers - Middle & High School - 2024-2025 School Year** **(Earth Science, Life Science, Physics Teachers)** **Locations: Great Hearts - Veritas Prep. Academy - 3102 N 56th St #100, Phoenix, AZ 85018 and positions available at other Metro Phoenix Academies** **Great Hearts Academies** Great Hearts is a growing, multi-state network of 45...

  • PLC Engineer

    5 days ago

    Phoenix, United States Professional Placement Inc Full time

    PPS is seeking a qualified PLC Engineer (Electrical Engineer or PLC Electrician) for our aluminum extrusion facility in Phoenix, AZ. The PLC Engineer will be tasked with designing, programming, and troubleshooting control systems for industrial equipment and other automation projects- particularly PLCs, HMIs, and servo systems. This is a full-time, permanent...