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The Schwab Advice Academy is where fulfilling long-term careers get started.  We offer the hands-on learning programs and real-world experience you need to take control of your future at one of the premiere financial services companies.

During your 12-18 month Academy program you will receive training and support to attain industry licenses and to pass the CFP® exam. Qualified candidates will also have the ability to accelerate credentialing through CFP® Apprenticeship pathway.

What we are looking for is a wonderfully wide set of personal qualities—ranging from empathy to responsiveness, courage to curiosity, discipline to flexibility, and thoroughness to tenacity.

The Qualifications Checklist

Only a select group is accepted to the Advice Academy. We hope you’re up for it, and ready to unleash your full potential. Because the only thing greater than the challenge is the reward.

Outstanding candidates have:

  • Strong academic performance records and a completed bachelor’s degree prior to your start date at the Academy.
  • CFP® Coursework Requirements have been met or are close to being met prior to your start date at the Academy.
  • Serious interest in the financial services industry and helping others as a long-term career.
  • Clear skills in relationship-building and emotional intelligence.
  • Excellent leadership capabilities.
Everything you need to succeed in the Advice Academy
You'll begin your journey in one of two Schwab service centers, in either Phoenix, AZ or Indianapolis, IN and have the opportunity to learn how to provide advice and financial planning at Schwab. You'll benefit from mentoring and coaching by current and former Advisors and Financial Planners dedicated to supporting your success both during and after the program. After graduation, you'll be given the opportunity to relocate to one of several Schwab locations across the country.
Charles Schwab

Your Academy Journey

Choose your location: The Schwab Advice Academy has two comprehensive training sites: Indianapolis, IN and Phoenix, AZ 

Months 1-6: What to expect 

Study for licensing certifications, explore foundational wealth management, financial planning and advice while engaging in service and trading interactions as you learn to serve clients with passion and integrity.  

Months 7-12: What to expect

In addition to continued wealth management, planning and advice training, you will become immersed with our planning and advice delivery businesses to apply the knowledge and skills acquired through training.,

Post Academy: Starting your career 

Take the first step toward a career in planning & advice at Schwab by moving into a Senior Associate Private Client Advisor role in one of several Schwab locations across the United States.  Relocation assistance is provided if the role you desire is outside your Academy location.