Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Company Name: Charles Schwab

**Position Type:** Regular **Your Opportunity** Are you interested in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12-month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. This program offers a series of steps that include learning, on-the-job experience, and mentorship. It is designed to position you for success in a dynamic industry. We are currently accepting applications for our upcoming 2024 Advice Academy classes in February. The classes will be based in Lone Tree, CO and Orlando, FL. **Relocation assistance may be available for candidates relocating out of state to join the Advice 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 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 part of a collaborative and supportive corporate center environment. - Build trust and rapport 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 successful completion of our Academy. **What You Are Good At** - Have career aspirations to work in a financial planning & advice capacity. - Have the drive to perform in a face-to-face or virtual sales environment. - Have a commitment to see things through the clients' eyes. - Have the ability to build relationships with clients and explain complicated subjects. - Have the ability to adapt and implement changes as market and business conditions evolve. **What You Have** - Completed a 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). **What's in it for You** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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.