Wealth Management Academy Professional - Phoenix, AZ - January 2027 Cohort
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact—on your career, your clients, and your future. If you’re interested in financial planning and advice, the Wealth Management Academy is designed to help you build the foundation for a long‑term career in wealth management while owning your tomorrow.
The Wealth Management Academy is a 15‑month rotational development program within Wealth & Advice Solutions that blends structured learning, hands‑on experience, and mentorship. You’ll begin with focused preparation for required securities licensing, followed by immersive training that builds market knowledge, client‑centered judgment, and the consultative confidence needed to succeed in advice and planning roles. Throughout the program, you’ll be supported by leaders and coaches who champion your growth in a collaborative, One Schwab environment grounded in integrity and service above all.
We are currently accepting applications for 2027 Wealth Management Academy January Cohort in Phoenix, AZ. Relocation assistance may be available for candidates relocating from other states.
During your time in the Academy, you will:
- Earn required FINRA licenses by studying for and passing the SIE, Series 7, and Series 66 exams during the initial 3-4 months of the program, while developing the discipline and learning strategies needed for a regulated, advice‑driven environment.
- Build foundational advice and service capabilities by assisting clients with trading and service needs through inbound phone, chat, and digital interactions—learning how to explain concepts clearly, navigate questions confidently, and deliver solutions aligned to client goals.
- Complete rotations across Wealth & Advice Solutions businesses, gaining exposure to Schwab’s advice models, products, and service strategies while deepening your understanding of how different teams collaborate to serve clients effectively.
- Strengthen consultative and professional skills through live client interactions, coaching, and wealth management training that reinforce Schwab’s need‑based, client‑first approach.
- Apply learning in real time, combining classroom instruction, self‑study, and web‑based development with on‑the‑job experience to build judgment, market awareness, and confidence.
- Transition into a role on the Schwab Wealth Advisory (SWA) Centralized Service Teamupon successful completion of the Academy, serving as an ambassador for Schwab by educating clients and solving problems through inbound interactions. This experience serves as a foundation for future career growth to Associate Wealth Advisor opportunities across Schwab locations.
What you have
Required Qualifications:
- Bachelor’s degree in any discipline from an accredited college or university
- Completed or currently enrolled in CFP Board‑approved coursework
- Ability to travel occasionally during the program (less than 10% of the year)
- Interest in pursuing a career in financial planning and advice, with motivation to engage and perform in face‑to‑face or virtual client conversations as part of a service‑ and performance‑focused environment.
- Passion for helping others and understanding their needs, demonstrated through active listening, empathy, and the ability to build rapport with clients.
- Ability to explain information clearly and respectfully, ask thoughtful questions, and engage in conversations that help clients feel heard, informed, and supported.
- Willingness to ask questions, process new information, and apply what you’re learning when studying for licenses, assisting clients, or navigating new situations.
- Openness to working with teammates, mentors, and leaders, contributing positively to a supportive, team‑based environment and learning from others across rotations.
- Ability to learn and adapt in a changing environment, demonstrated through curiosity, openness to new challenges, and willingness to apply training, feedback, and hands‑on experience as business needs and conditions evolve.
- Receptiveness to guidance and feedback, using coaching as an opportunity to build confidence, improve performance, and grow professionally over time.
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
What you are good at
What you have
Required Qualifications:
- Bachelor’s degree in any discipline from an accredited college or university
- Completed or currently enrolled in CFP Board‑approved coursework
- Ability to travel occasionally during the program (less than 10% of the year)
- Interest in pursuing a career in financial planning and advice, with motivation to engage and perform in face‑to‑face or virtual client conversations as part of a service‑ and performance‑focused environment.
- Passion for helping others and understanding their needs, demonstrated through active listening, empathy, and the ability to build rapport with clients.
- Ability to explain information clearly and respectfully, ask thoughtful questions, and engage in conversations that help clients feel heard, informed, and supported.
- Willingness to ask questions, process new information, and apply what you’re learning when studying for licenses, assisting clients, or navigating new situations.
- Openness to working with teammates, mentors, and leaders, contributing positively to a supportive, team‑based environment and learning from others across rotations.
- Ability to learn and adapt in a changing environment, demonstrated through curiosity, openness to new challenges, and willingness to apply training, feedback, and hands‑on experience as business needs and conditions evolve.
- Receptiveness to guidance and feedback, using coaching as an opportunity to build confidence, improve performance, and grow professionally over time.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.