Wealth Management Academy Professional - Phoenix, AZ - Cohort

Wealth Management Academy Professional - Phoenix, AZ - April 2026 Cohort

Join to apply for the Wealth Management Academy Professional - Phoenix, AZ - April 2026 Cohort role at Charles Schwab
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We are seeking candidates with an interest in financial planning. The Schwab Wealth Management 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. The program includes learning, on‑the‑job experience, mentorship and licensing exams.

• 4–5 months of licensing exam preparation for SIE, Series 7, and 66. Applicants must obtain all three licenses; those who already have two of them are not eligible.
• Relocation assistance may be available for candidates moving out of state.
• After licensing, you will receive training to deliver outstanding service and assist clients with trading needs.
• You’ll complete rotations in four unique Wealth & Advice Solutions businesses, gaining product knowledge and soft‑skill development through live client interactions.
• Upon graduation, you will move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team, handling inbound calls from retail clients.

• Study and pass FINRA SIE, Series 7 and 66 licenses
• Learn from mentors, coaches and leaders to develop your career
• Develop consultative, needs‑based client solutions
• Create business development opportunities through calls, branch events, and client goal championing
• Handle inbound service/trading interactions (phone, chat, email)
• Build world‑class client service and market expertise
• Complete classroom, self‑study, and web‑based learning programs
• Experience a collaborative corporate center environment
• Gain trust and rapport with clients

• Comprehensive training program (instructor‑taught, web‑based, on‑the‑job)
• Guidance from managers, mentors, leaders, and coaches focused on your career in financial planning
• Promotion into a role in wealth management with the SWA Service Team upon successful completion of the Academy

• Career aspirations to work in financial planning & advice
• Drive in a face‑to‑face or virtual sales environment
• Client‑centric mindset
• Relationship building and simplifying complex subjects
• Adaptability to market and business changes

• Completed bachelor’s degree in any discipline from an accredited college or university
• Completed or enrolled in CFP Board‑approved coursework Benefits
  • Competitive salary  90,000– 100,000
  • 401(k) with company match and Employee Stock Purchase Plan
  • Paid vacation, volunteering time, and a 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

  At Schwab, you’ll shape your future through meaningful work, continuous learning, and a culture of trust and collaboration. Our hybrid work and flexibility approach balances remote and in‑person collaboration.

  Seniority Level

  Internship

  Employment Type

  Full-time

  Job Function

  Finance and Sales