TEXAS TECH UNIVERSITY - ADVICE ACADEMY PROFESSIONAL - ON-CAMPUS INTERVIEWS
Company: Charles Schwab
Location: Bedford
Posted on: October 4, 2024
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Job Description:
Position Type: RegularYour opportunityCharles Schwab is hiring
for our Advice Academy! Interviews will take place for Texas Tech
University students, on campus, for our Advice Academy Professional
opportunity. Apply, interview on your campus, and receive a
potential offer with Charles Schwab. 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. With a series of steps that include
learning, on-the-job experience, and mentorship, the Advice Academy
is designed to position you for success in a dynamic industry.
*Once you have applied, you will be reached out by a recruiter for
next steps. If selected for an interview, Interviews on campus will
take place in October. We are proud to have you join our Texas Tech
University Onsite Interviews. For this event, we are targeting
graduates who can start with us full time in February and August
2025. We are currently accepting applications for our upcoming 2025
Advice Academy classes in Feburary and August (based in Lone Tree,
CO, Westlake, TX, and Phoenix, AZ). ** 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 licensesLearn from our numerous
mentors, coaches and leaders that aim to develop you and your
careerDevelop consultative skills through a needs-based process to
provide helpful and relevant solutions to clientsCreate business
development opportunities through outbound or inbound calls,
in-branch client events, and by identifying and championing client
goalsTake inbound service/trading interactions (phone, chat,
email), serving clients with passion and integrityDevelop the
unique skill of providing world-class service to clients while
building market expertise in preparation for building individual
client relationshipsComplete classroom, self-study, and web-based
learning and development programsBe greeted with the collaborative
and supportive nature that comes from working in a corporate center
environment Be rewarded with the trust and rapport you establish
with our clients Investing in YourselfComprehensive 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
your successful completion of our Academy. What You Are Good
AtCareer aspirations to work in a financial planning & advice
capacity Drive to perform in a face-to-face or virtual sales
environmentCommitment to see things through the clients'
eyesAbility to build relationships with clients and explain
complicated subjectsAbility to adapt and implement changes as
market and business conditions evolveWhat you haveRequired
QualificationsMust be a student attending Texas Tech University.
Completed bachelor's degree in any discipline from an accredited
college or universityCompleted or enrolled in CFP Board-approved
courseworkAbility to travel occasionally during the program (less
than 10% of the year)#campusWhat's in it for youAt 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
planPaid time for vacation, volunteering, and 28-day sabbatical
after every 5 years of service for eligible positionsPaid parental
leave and family building benefitsTuition reimbursementHealth,
dental, and vision insurance
Keywords: Charles Schwab, Mansfield , TEXAS TECH UNIVERSITY - ADVICE ACADEMY PROFESSIONAL - ON-CAMPUS INTERVIEWS, Other , Bedford, Texas
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