Financial Planning Professional
5 days 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 our Wealth and Advice Solutions organization. Through a series of steps that include learning, on-the-job experience, and mentorship, you'll gain the skills and knowledge needed to succeed 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
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 by taking inbound calls from retail clients (individual investors) enrolled in this wealth management offer.
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 career 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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