Advice Academy Professional

3 months 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

  • Advice Academy Professional

    4 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...

  • Advice Academy Professional

    4 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your 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...

  • Advice Academy Professional

    4 weeks ago

    Phoenix, United States Charles Schwab Full time

    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...

  • Advice Academy Professional

    3 months ago

    PHOENIX, United States Charles Schwab Full time

    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...

  • Advice Academy Professional AZ

    4 days 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...

  • Advice Academy Professional

    3 months ago

    Phoenix, AZ, United States Charles Schwab Full time

    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...

  • Occupational Therapist

    2 days ago

    Phoenix, United States Victory Autism Academy Full time

    Job SummaryVictory Autism Academy is seeking a highly skilled and dedicated Occupational Therapist to join our team. As an Occupational Therapist, you will play a vital role in delivering occupational therapy services to students with physical, emotional, or cognitive disabilities. Your primary responsibility will be to assess, plan, and implement...

  • Elementary Teacher

    3 months 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...

  • Subject Matter Expert for Elementary Education

    5 days ago

    Phoenix, Arizona, United States Brightmont Academy Full time

    Job Opportunity at Brightmont AcademyJob Summary:Brightmont Academy is seeking a highly skilled and dedicated Part-Time Elementary Teacher to join our team of educators. As a Part-Time Elementary Teacher, you will be responsible for providing one-to-one instruction to elementary, middle, or high school aged students in a supportive and inclusive learning...

  • Early Childhood Educator

    2 days ago

    Phoenix, Arizona, United States Natural Choice Academy Full time

    Job Opportunity at Natural Choice AcademyJob Title: Early Childhood EducatorJob Summary:Natural Choice Academy is seeking a dedicated and passionate Early Childhood Educator to join our team. As a Pre-K Teacher, you will play a vital role in providing a nurturing and stimulating environment for young children to develop their social, emotional, and cognitive...

  • Early Childhood Educator

    2 weeks ago

    Phoenix, Arizona, United States AmeriSchools Academy Full time

    Position Overview:We are looking for a dedicated K-1 Educator to contribute to the success of AmeriSchools Academy. This role is ideal for an enthusiastic and results-oriented professional who is committed to fostering a positive learning environment for young learners.Key Responsibilities:Enhances student learning, growth, and overall development.Exhibits...

  • Elementary Teacher

    4 days ago

    Phoenix, Arizona, United States Brightmont Academy Full time

    Job OpportunityJob Title: Part Time Elementary TeacherJob Summary:Brightmont Academy is seeking a part time elementary teacher to join our team of dedicated professionals. As a part time elementary teacher, you will work with elementary, middle, or high school aged students in a one-to-one setting, providing personalized instruction and support.Key...

  • Early Childhood Educator

    2 weeks ago

    Phoenix, Arizona, United States AmeriSchools Academy Full time

    Position Overview:We are looking for a dedicated K-1 Educator to contribute to the mission of AmeriSchools Academy. This role is ideal for a passionate teacher who is committed to fostering student success and is eager to be part of a dynamic educational environment.Key Responsibilities:Enhances student learning, growth, and development.Exhibits proficiency...

  • Early Childhood Educator

    1 week ago

    Phoenix, Arizona, United States AmeriSchools Academy Full time

    Position Overview:We are looking for a dedicated K-1 Educator to become a part of AmeriSchools Academy. This role is ideal for a passionate teacher who is committed to fostering student growth and success within a charter school environment.Key Responsibilities:Enhances student learning and development through effective teaching practices.Exhibits...

  • Early Childhood Educator

    2 days ago

    Phoenix, Arizona, United States Natural Choice Academy Full time

    Job Opportunity at Natural Choice AcademyJob Title: Early Childhood Educator - Preschool TeacherJob Summary:Natural Choice Academy is seeking a qualified Early Childhood Educator to join our team of dedicated professionals. As a preschool teacher, you will play a vital role in providing a nurturing and stimulating environment for young children to develop...

  • Speech Language Pathologist

    2 days ago

    Phoenix, Arizona, United States Victory Autism Academy Full time

    Job SummaryWe are seeking a highly skilled Speech Language Pathologist to join our team at Victory Autism Academy. As a Speech Language Pathologist, you will play a critical role in providing high-quality speech and language services to our students.Key ResponsibilitiesProvide individual and group speech and language therapy sessions to students in...

  • Bilingual Behavior Support Technician

    2 weeks ago

    Phoenix, Arizona, United States Life Skills Autism Academy Full time

    Position Overview:Life Skills Autism Academy is seeking dedicated and compassionate individuals to join our team as Behavior Support Technicians. This role is essential in providing support to children on the Autism Spectrum through evidence-based practices in a structured environment.Key Responsibilities:As a Behavior Support Technician, your primary duties...

  • Senior Tax Professional

    20 hours ago

    Phoenix, Arizona, United States James David Staffing Full time

    Job DescriptionWe are seeking a highly skilled Tax Professional to join our team at James David Staffing. As a Senior Tax Accountant, you will play a critical role in providing exceptional tax services to our clients.Key Responsibilities:Prepare Complex Tax Returns: Prepare partnership, corporate, and individual federal and state income tax returns, as well...

  • Administrative Reception Coordinator

    1 week ago

    Phoenix, Arizona, United States RESILIENT HEALTHCARE ACADEMY Full time

    Job OverviewWe are looking for an Administrative Reception Coordinator to become a vital part of our organization. In this role, you will carry out clerical and administrative tasks that contribute to the overall efficiency and success of our operations.Key Responsibilities:Compose and manage official correspondence and documentationOrganize and coordinate...

  • Insurance Sales Professional

    2 days ago

    Phoenix, Arizona, United States Hill & Usher Insurance & Surety Full time

    Job OverviewHill & Usher Insurance & Surety is seeking a highly motivated and driven individual to join our Commercial Lines insurance sales team. Our agency is dedicated to providing exceptional insurance products and services to our clients, and we are looking for a talented sales professional to help us achieve our goals.As an Insurance Sales...