Wealth Management Academy Professional - Phoenix, AZ - April 2026 Cohort
Company: Charles Schwab
Location: Glendale
Posted on: January 6, 2026
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Job Description:
Position Type: Regular Your opportunity Do you have an interest
in Financial Planning? If so, the Schwab Wealth Management Academy
is the program for you! 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. With a series of steps that include
learning, on-the-job experience, and mentorship, the Wealth
Management Academy is designed to position you for success in a
dynamic industry. The program journey involves 4-5 months of
licensing exam preparation. This time is meant for you to study and
obtain you SIE, 7 and 66. If you already have 2 of the 3 licenses
you would not be eligible for this program, as the program is
heavily focused on preparation for the licenses. We are currently
accepting applications for our upcoming 2026 Wealth Management
Academy classes in April for Phoenix, AZ. Relocation assistance may
be available for candidates relocating out of state to join the
Wealth Management Academy As a participant in our Academy, your
career path towards a role in advice and planning will start with
studying for and passing the required securities license exams. You
will then receive training to prepare you to deliver outstanding
service and assist our clients with trading needs. After your
training, you will complete rotations within 4 unique Wealth &
Advice Solutions businesses. Through these immersive rotation
experiences, you will gain product and industry knowledge while
being mentored on the soft skills needed for long-term success in
your advice & planning career through live client interactions,
coaching, and wealth management training. Upon graduation from the
Academy, you will move into a role within our Schwab Wealth
Advisory (SWA) Centralized Service Team. In this role, you will be
an ambassador of Schwab helping to educate and solve problems by
taking inbound calls from retail clients (individual investors)
enrolled in this wealth management offer. Throughout the Academy
you will : Study and pass FINRA SIE, Series 7 and 66 licenses Learn
from our numerous mentors, coaches and leaders that aim to develop
you and your career Develop consultative skills through a
needs-based process to provide helpful and relevant solutions to
clients Create business development opportunities through outbound
or inbound calls, in-branch client events, and by identifying and
championing client goals Take inbound service/trading interactions
(phone, chat, email), serving clients with passion and integrity
Develop the unique skill of providing world-class service to
clients while building market expertise in preparation for building
individual client relationships Complete classroom, self-study, and
web-based learning and development programs Be greeted with the
collaborative and supportive nature that comes from working in a
corporate center environment Be rewarded with the trust and rapport
you establish with our clients Investing in Yourself Comprehensive
training program that includes a mix of instructor taught,
web-based, and on the job learning. Learn from a variety of team
managers, your career mentor, leaders, and coaches that are focused
on you and your destination career in financial planning and
advice. Promotion into a role in wealth management, as part of the
SWA Service Team upon your successful completion of our Academy.
What You Are Good At Career aspirations to work in a financial
planning & advice capacity Drive to perform in a face-to-face or
virtual sales environment Commitment to see things through the
clients’ eyes Ability to build relationships with clients and
explain complicated subjects Ability to adapt and implement changes
as market and business conditions evolve What you have Completed
bachelor’s degree in any discipline from an accredited college or
university Completed or enrolled in CFP Board-approved coursework
Ability to travel occasionally during the program (less than 10% of
the year) campus What’s in it for you At Schwab, you’re empowered
to shape your future. We champion your growth through meaningful
work, continuous learning, and a culture of trust and
collaboration—so you can build the skills to make a lasting impact.
Our Hybrid Work and Flexibility approach balances our ongoing
commitment to workplace flexibility, serving our clients, and our
strong belief in the value of being together in person on a regular
basis. We offer a competitive benefits package that takes care of
the whole you – both today and in the future: 401(k) with company
match and Employee stock purchase plan Paid time for vacation,
volunteering, and 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
Keywords: Charles Schwab, Glendale , Wealth Management Academy Professional - Phoenix, AZ - April 2026 Cohort, Customer Service & Call Center , Glendale, Arizona
