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Wealth Management Trainee: Licensing & Advisory

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Apprenticeship/Internship position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is offering the 2027 Wealth Management Academy in Phoenix, where you will engage in a 15-month rotational program to learn the ins and outs of wealth management while earning required licenses. This program fosters essential skills in client service and financial planning, positioning you for future growth.

The ideal candidate will hold a bachelor's degree and show a strong interest in financial advice. The company champions employee development and provides a competitive benefits package.

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