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Financial Planning Academy Associate

2 months ago

Roanoke, Texas, United States Charles Schwab Full time
Position Type:

Regular

Your Opportunity
Are you passionate about a career in Financial Planning?

If so, the Charles Schwab Financial Planning Academy is designed for you.


The Financial Planning Academy is a comprehensive rotational program that equips you for a career in financial advisory services within the Wealth and Advice Solutions division.

This program includes a structured approach that combines education, practical experience, and mentorship, aimed at setting you up for success in a fast-paced industry.

We are currently welcoming applications for our upcoming Financial Planning Academy cohorts.

Relocation assistance may be available for candidates moving from out of state.


As a participant in our Academy, your journey towards a career in financial advisory will commence with preparation for and passing the necessary securities licensing examinations.

Following your training, you will engage in rotations across four distinct Wealth & Advice Solutions sectors, enhancing your industry knowledge and skills.


Through these immersive experiences, you will acquire product expertise and develop essential soft skills necessary for a successful career in financial advisory through direct client interactions, coaching, and wealth management training.

Upon completion of the Academy, you will transition into a role within our Schwab Wealth Advisory Centralized Service Team.

In this capacity, you will represent Schwab, assisting clients by addressing inquiries and resolving issues through inbound communications.

Throughout the Academy, you will:

  • Prepare for and pass the FINRA SIE, Series 7, and Series 66 licensing exams
  • Learn from a diverse group of mentors, coaches, and leaders dedicated to your professional growth
  • Enhance your consultative skills through a needs-based approach to provide relevant solutions to clients
  • Identify and champion client goals through various outreach methods
  • Handle inbound service and trading interactions, delivering exceptional service with integrity
  • Develop the ability to provide top-tier service while building market expertise for future client relationships
  • Engage in a mix of classroom, self-directed, and online learning opportunities
  • Experience a collaborative and supportive corporate environment
  • Build trust and rapport with clients through your service

Investing in Yourself
A comprehensive training program that includes a blend of instructor-led, online, and hands-on learning.

Benefit from guidance from various team leaders, your career mentor, and coaches focused on your aspirations in financial planning and advisory.

Promotion opportunities into wealth management roles are available upon successful completion of the Academy.

What You Are Good At
Desire to pursue a career in financial planning and advisory
Motivation to excel in both in-person and virtual sales environments
Commitment to understanding client perspectives
Ability to cultivate relationships with clients and simplify complex topics
Adaptability to evolving market and business conditions
What You Have
A completed bachelor's degree in any field from an accredited institution
Completion or enrollment in CFP Board-approved coursework
Willingness to travel occasionally during the program (less than 10% of the year)

What's in it for You
At Charles Schwab, we are dedicated to fostering our employees' personal and professional growth.

Our mission-driven, supportive culture, and emphasis on your development ensure you have the resources to make a meaningful impact in the finance sector.

Our Hybrid Work and Flexibility model strikes a balance between our commitment to workplace flexibility, serving our clients, and the importance of in-person collaboration.

We offer a competitive benefits package that supports your overall well-being, both now and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time off for vacation, volunteering, and a sabbatical after a set period of service
  • Paid parental leave and family-building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance