Financial Planning and Advice Professional
2 weeks ago
The Schwab Advice Academy is a 12-month rotational program designed to prepare individuals for a role in financial planning and advice within the Wealth and Advice Solutions organization.
As a participant in our Academy, you will embark on a comprehensive training program that includes a mix of instructor-led, web-based, and on-the-job learning. You will study and pass the required securities license exams, receive training to deliver outstanding service, and assist clients with trading needs.
Throughout the program, you will gain product and industry knowledge while being mentored on the soft skills needed for long-term success in your advice and planning career. You will complete rotations within 4 unique Wealth & Advice Solutions businesses, developing consultative skills through a needs-based process to provide helpful and relevant solutions to clients.
Key Program Components:
- Comprehensive training program with a mix of instructor-led, web-based, and on-the-job learning
- Study and pass the required securities license exams
- Training to deliver outstanding service and assist clients with trading needs
- Rotations within 4 unique Wealth & Advice Solutions businesses
- Mentorship on soft skills needed for long-term success in advice and planning career
What You Will Gain:
- Product and industry knowledge
- Soft skills needed for long-term success in advice and planning career
- Consultative skills through a needs-based process
- Business development opportunities
- Experience in providing world-class service to clients
Investing in Your Career:
- Comprehensive training program with a focus on career development
- Mentorship and coaching from experienced professionals
- Opportunities for business development and growth
- Experience in a dynamic and supportive work environment
What We Offer:
- A competitive benefits package, including 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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