Wealth Management Trainee: Licenses, Rotations & Growth

Charles Schwab; Omaha (NE); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Charles Schwab's Wealth Management Academy in Omaha, NE offers a 15-month rotational program to prepare you for long-term wealth planning careers. You’ll begin with licensing prep (SIE, Series 7, Series 66) and receive hands-on training, mentorship, and exposure to Schwab’s advisory models.

During rotations you’ll handle client conversations by phone, chat, and digital channels, building a foundation in financial planning and client service.

Qualifications

• Must have a bachelor’s degree in any discipline.
• Completed or current enrollment in CFP Board‑approved coursework.
• Ability to travel occasionally (less than 10% of the year).
• Interest in pursuing a career in financial planning and advice.
• Demonstrated empathy and ability to build rapport with clients.

Responsibilities

• Assist clients with trading and service needs via inbound channels.
• Build foundational advice and service capabilities through rotations across teams.
• Engage in live client interactions to reinforce a client‑first approach.

Skills

Flexibility

Strong communication

Customer service orientation

Education

Bachelor’s degree

CFP coursework

Job description

Charles Schwab's Wealth Management Academy in Omaha, NE offers a 15-month rotational program to prepare you for long-term wealth planning careers. You’ll begin with licensing prep (SIE, Series 7, Series 66) and receive hands-on training, mentorship, and exposure to Schwab’s advisory models.

During rotations you’ll handle client conversations by phone, chat, and digital channels, building a foundation in financial planning and client service.