Advice Academy Professional
Company: Charles Schwab
Location: Phoenix
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour 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 2025 Advice Academy classes in
Feburary and August (based in Lone Tree, CO, Westlake, TX, and
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 --s-p-m1-- By applying, you consent to your
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Keywords: Charles Schwab, Sun City , Advice Academy Professional, Other , Phoenix, Arizona
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