Wealth Management Academy Professional - Charlotte, NC - July/October Cohorts

Charlotte, NC

Requisition ID 2026-124751 Category Financial Planning Position type Regular Pay range USD $22.02 - $42.07 / Hour Application deadline 2026-08-11

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 July and October Cohorts in Charlotte, NC. Relocation assistance may be available for candidates relocating from other states.

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 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 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 tim.

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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

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment