Wealth Management Academy – Financial Planning and Advice

Job Description

Wealth Management Academy Professional | Charles Schwab

The Tone:
This is a 15-month rotational development program at Charles Schwab, located in Omaha, NE, designed to empower participants to make an impact on their careers, clients, and future. Charles Schwab is a financial services organization committed to helping individuals build a strong foundation for a long-term career in wealth management. This role focuses on developing market knowledge, client-centered judgment, and consultative confidence through structured learning, hands-on experience, and mentorship within a supportive, collaborative environment.

The TL;DR
• Role: Rotational Development Program
• Type: Full-time
• Location: Hybrid, Omaha, NE

• Team: Wealth & Advice Solutions, transitioning to Schwab Wealth Advisory (SWA) Centralized Service Team.
• Mission: Build a foundational career in wealth management by developing the skills and knowledge needed to succeed in advice and planning roles.

What You’ll Actually Do
• Licensing: Earn required FINRA licenses (SIE, Series 7, and Series 66) by studying for and passing exams during the initial 3-4 months of the program.
• Client Service: Build foundational advice and service capabilities by assisting clients with trading and service needs through inbound phone, chat, and digital interactions.
• Rotations: Complete rotations across Wealth & Advice Solutions businesses to gain exposure to Schwab’s advice models, products, and service strategies.
• Skill Development: Strengthen consultative and professional skills through live client interactions, coaching, and wealth management training, reinforcing a client-first approach.
• Career Progression: Transition into a role on the Schwab Wealth Advisory (SWA) Centralized Service Team upon successful program completion, serving as a foundation for future Associate Wealth Advisor opportunities.

The Must-Haves
• Background: Entry-level professional with a Bachelor’s degree in any discipline from an accredited college or university. Must have completed or be currently enrolled in CFP Board-approved coursework.
• Experience: Ability to travel occasionally during the program (less than 10% of the year). Strong interest in pursuing a career in financial planning and advice, with motivation to engage in client conversations within a service-focused environment.
• Skills:
• Passion for helping others and understanding their needs, demonstrated through active listening, empathy, and the ability to build rapport with clients.
• Ability to explain information clearly and respectfully, ask thoughtful questions, and engage in conversations that help clients feel heard, informed, and supported.
• Willingness to ask questions, process new information, and apply what you’re learning when studying for licenses, assisting clients, or navigating new situations.
• Openness to working with teammates, mentors, and leaders, contributing positively to a supportive, team-based environment.
• Ability to learn and adapt in a changing environment, demonstrated through curiosity, openness to new challenges, and receptiveness to guidance and feedback.