15h Left! Advice Academy Professional - Phoenix, AZ
Company: Charles Schwab
Location: Tempe
Posted on: July 15, 2025
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Job Description:
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 12 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. We are currently accepting
applications for our upcoming 2026 Advice Academy classes in
January and April for Phoenix, AZ. 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 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) campus
What’s in it for you At 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. 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
Keywords: Charles Schwab, Avondale , 15h Left! Advice Academy Professional - Phoenix, AZ, Sales , Tempe, Arizona
