Financial Planning Advisor

4 days ago


Englewood, Colorado, United States Charles Schwab Full time
Unlock Your Potential in Financial Planning and Advice

Are you passionate about helping individuals 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.

Through a comprehensive training program, you'll gain product and industry knowledge, develop consultative skills, and build relationships with clients. You'll also have the opportunity to work with a variety of team managers, mentors, and coaches who are focused on your career development.

As a participant in the Academy, you'll have the chance to:

  • Study and pass FINRA SIE, Series 7 and 66 licenses
  • 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

Upon graduation from the Academy, you'll move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team, where you'll be an ambassador of Schwab, helping to educate and solve problems for our clients.

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 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

Join us in our mission to empower our clients and employees to achieve their financial goals. Apply now to become a part of the Schwab Advice Academy and start your career in financial planning and advice today


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