The Schwab Advice 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. This program includes a series of steps that involve learning, on-the-job experience, and mentorship, designed to position you for success in a dynamic industry. The program journey involves 4-5 months of licensing exam preparation, where you will study and obtain your SIE, Series 7, and Series 66 licenses. If you already have 2 of the 3 licenses, you would not be eligible for this program, as it is heavily focused on preparation for the licenses. We are currently accepting applications for our upcoming 2026 Advice Academy classes in July and October for Westlake, TX. Relocation assistance may be available for candidates relocating out of state to join the Advice Academy.