Advice Academy Professional

The Schwab Advice Academy is a 12-month rotational program designed to prepare participants for a career in financial planning and advice within the Wealth and Advice Solutions organization. This program offers a structured pathway that includes comprehensive training, on-the-job experience, and mentorship, all aimed at equipping individuals with the necessary skills to succeed in the dynamic financial services industry. Participants will begin their journey by studying for and passing the required securities license exams, including the FINRA SIE, Series 7, and Series 66 licenses. Following this, they will receive training to provide exceptional service and assist clients with their trading needs. Throughout the program, participants will engage in rotations across four unique Wealth & Advice Solutions businesses, gaining valuable product and industry knowledge. These immersive experiences will be complemented by mentorship focused on developing essential soft skills through live client interactions, coaching, and wealth management training. Upon successful completion of the Academy, graduates will transition into a role within the Schwab Wealth Advisory (SWA) Centralized Service Team, where they will serve as ambassadors for Schwab, helping to educate clients and resolve their inquiries through inbound calls. The Academy emphasizes a collaborative and supportive corporate environment, where participants will learn from various mentors, coaches, and leaders dedicated to their professional growth. The program not only focuses on technical skills but also on building consultative skills to provide relevant solutions to clients, creating business development opportunities, and delivering world-class service. Participants will also have access to a comprehensive training program that includes instructor-led sessions, web-based learning, and self-study, ensuring a well-rounded educational experience that prepares them for a successful career in financial planning and advice.