Advice Academy Professional - Westlake, TX

Charles Schwab • Permanent • Texas, United States • 1d ago

Position Type: Regular
Your opportunity

Do you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you!

The Schwab Advice Academy is a 15 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With 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.

The program journey involves 4-5 months of licensing exam preparation. This time is meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of the 3 licenses you would not be eligible for this program, as the program is heavily focused on preparation for the licenses.

We are currently accepting applications for our upcoming 2026 Advice Academy classes in January and April for Westlake, TX.

Relocation assistance may be available for candidates relocating out of state to join the Advice Academy

As a participant in our Academy, your career path towards a role in advice and planning will start with studying for and passing the required securities license exams. You will then receive training to prepare you to deliver outstanding service and assist our clients with trading needs. After your training, you will complete rotations within 4 unique Wealth & Advice Solutions businesses. Through these immersive rotation experiences, you will gain product and industry knowledge while being mentored on the soft skills needed for long-term success in your advice & planning career through live client interactions, coaching, and wealth management training. Upon graduation from the Academy, you will move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team. In this role, you will 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.

Throughout the Academy you will :

Study and pass FINRA SIE, Series 7 and 66 licenses
Learn from our numerous mentors, coaches and leaders that 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

Investing in Yourself

Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning.
Learn from a variety of team managers, your career mentor, leaders, and coaches that are focused on you and your destination career in financial planning and advice.
Promotion into a role in wealth management, as part of the SWA Service Team upon your successful completion of our Academy.

What You Are Good At

Career aspirations to work in a financial planning & advice capacity
Drive to perform in a face-to-face or virtual sales environment
Commitment to see things through the clients eyes
Ability to build relationships with clients and explain complicated subjects
Ability to adapt and implement changes as market and business conditions evolve

What you have

Completed bachelors 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)

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Required Preferred Job Industries

Other

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