Wealth Management Academy

Job Description

Wealth Management Academy Professional | Charles Schwab

The Tone:
This is a full-time role at Charles Schwab, located in Omaha, NE. Charles Schwab is a leading financial services organization that empowers clients to achieve their financial goals through comprehensive advice and solutions. This rotational development program is designed to build a strong foundation for individuals interested in a long-term career in wealth management, directly contributing to the company’s client-first approach and continued growth. Participants will gain structured learning, hands-on experience, and mentorship within a collaborative environment.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid Omaha, NE

• Team: Wealth & Advice Solutions, transitioning to Schwab Wealth Advisory (SWA) Centralized Service Team.
• Mission: Build foundational knowledge and practical experience in wealth management to deliver client-centered financial advice and support services.

What You’ll Actually Do
• Earn required FINRA licenses: Study for and pass the SIE, Series 7, and Series 66 exams during the initial 3-4 months of the program.
• Build foundational advice and service capabilities: Assist clients with trading and service needs through inbound phone, chat, and digital interactions.
• Complete rotations across Wealth & Advice Solutions: Gain exposure to Schwab’s advice models, products, and service strategies.
• Strengthen consultative and professional skills: Engage in live client interactions, coaching, and wealth management training sessions.
• Transition into a full-time role: Upon successful completion, join the Schwab Wealth Advisory (SWA) Centralized Service Team.

The Must-Haves
• Background: Bachelor’s degree in any discipline from an accredited college or university. Completed or currently enrolled in CFP Board-approved coursework.
• Experience: Interest in pursuing a career in financial planning and advice, with motivation to engage in face-to-face or virtual client conversations. Ability to travel occasionally during the program (less than 10% of the year).
• Skills: Demonstrated passion for helping others, including active listening, empathy, and the ability to build rapport with clients. Strong communication skills to explain information clearly and respectfully, ask thoughtful questions, and ensure clients feel heard and supported. Proven willingness to ask questions, process new information, and apply learning when studying for licenses, assisting clients, or navigating new situations. Openness to working collaboratively with teammates, mentors, and leaders, contributing positively to a supportive, team-based environment. 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. Receptiveness to guidance and feedback, using coaching as an opportunity to build confidence, improve performance, and grow professionally over time.