Thinking about a career in Wealth Management? Let’s talk.

We’re hosting a virtual info session to introduce the Schwab Wealth Management Academy—a 15‑month, full‑time paid program designed to launch your career in financial planning and advice.

If you’re a college senior graduating in December or an early‑career candidate curious about wealth management, this session is for you.

📅 Virtual Info Session

March 13 | 12:00–1:00 PM CST
📍 Hosted on Microsoft Teams

👉 Join the session here:
https://teams.microsoft.com/meet/24381566455631?p=4a34tyyJPlOwirQMXp

What is the Wealth Management Academy?

The Schwab Wealth Management Academy is a fast‑track development program that blends hands‑on experience with structured learning. Participants receive training and support to earn industry licenses (SIE, Series 7, Series 66) and prepare for the CFP® exam, all while gaining real‑world experience within Schwab’s wealth management organization.

This is more than a program—it’s a direct path to a long‑term career as a Wealth Advisor.

Why attend?

During the session, you’ll:

  • Learn what a career in wealth management really looks like
  • Get an inside look at the Academy experience
  • Hear about upcoming opportunities, including a January 2027 start
  • Learn what makes candidates competitive
  • Have time for live Q&A

📍 Opportunities available in Indianapolis, Phoenix, Orlando, Denver, and Westlake, TX.

Curious, ambitious, and ready to get ahead? We’d love to see you there.

Short / High‑Impact Version (Updated)

Interested in Wealth Management? Start here.

Join our March 13 virtual info session to learn about the Schwab Wealth Management Academy—a 15‑month, full‑time program designed to prepare you for a career as a Wealth Advisor and CFP®.

📅 March 13 | 12–1 PM CST
💻 Hosted on Microsoft Teams
🎓 Ideal for December grads & seniors

👉 Join here:
https://teams.microsoft.com/meet/24381566455631?p=4a34tyyJPlOwirQMXp

Come learn, ask questions, and see if this path is right for you.

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