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Wealth Management Academy Professional - April 2027 Cohorts

Charles Schwab
Location 📍 Phoenix, United States
Posted 📅 June 09, 2026
Work Type ⏰ Full-time

Position Overview

**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 M...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Phoenix, United States