Financial Planning Advisor

3 weeks ago


Coppell, Texas, United States Charles Schwab Full time
Unlock Your Potential in Financial Planning

Are you passionate about helping others achieve their financial goals? Do you have a drive to succeed in a dynamic industry? The Schwab Advice Academy is a 12-month rotational program designed to prepare you for a role in financial planning and advice within the Wealth and Advice Solutions organization.

Program Overview

  • Comprehensive training program with a mix of instructor-led, web-based, and on-the-job learning
  • Learn from experienced team managers, career mentors, leaders, and coaches focused on your development
  • Promotion into a role in wealth management as part of the SWA Service Team upon successful completion

Key Responsibilities

  • Study and pass FINRA SIE, Series 7, and 66 licenses
  • Develop consultative skills through a needs-based process to provide helpful solutions to clients
  • Create business development opportunities through outbound or inbound calls, in-branch client events, and identifying client goals
  • Provide world-class service to clients while building market expertise

What We Offer

  • Competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
  • Hybrid work and flexibility approach to balance work-life balance and client service
  • Opportunities for career growth and development in a supportive and collaborative environment

Requirements

  • 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)

Join Our Team

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.



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