Financial Planning and Advice Professional
3 weeks 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.
We're seeking talented individuals to join our Schwab Advice Academy, a 12-month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. Through 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.
As a participant in our Academy, you'll have the opportunity to:
- Study and pass FINRA SIE, Series 7 and 66 licenses
- Learn from our numerous mentors, coaches, and leaders who 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
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
By joining our team, you'll have the opportunity to grow and develop your skills in a dynamic and supportive environment. Apply now to take the first step towards a rewarding career in financial planning and advice.
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