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Wealth Management Academy—License-Ready Advisor Trainee
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-08-07
Listing for:
Charles Schwab
Full Time, Apprenticeship/Internship
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab seeks candidates for the Wealth Management Academy in Omaha, a 15‑month rotational program within Wealth & Advice Solutions that blends structured learning, hands‑on experience, and mentorship.
You’ll earn the SIE, Series 7, and Series 66 licenses in the initial months while building market knowledge and client‑centered judgment. The program includes immersive training, real client interactions, and a clear path to Associate Wealth Advisor roles.
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