Schwab Financial Planning Professional
4 days ago
At Charles 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.
Program OverviewThe 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.
Key Responsibilities- 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
- Promotion into a role in wealth management, as part of the SWA Service Team upon your successful completion of our Academy
- 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
- 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
- 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)
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
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