Wealth Management Academy Info Session 3.13.2026

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 SessionMarch 13 | 12:00–1:00 PM CST📍 Hosted on Microsoft Teams👉 Join the session here:https://teams.microsoft.com/meet/24381566455631?p=4a34tyyJPlOwirQMXpWhat 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 likeGet an inside look at the Academy experienceHear about upcoming opportunities, including a January 2027 startLearn what makes candidates competitiveHave time for live Q&A📍 Opportunities available in Phoenix, Orlando, 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=4a34tyyJPlOwirQMXpCome learn, ask questions, and see if this path is right for you.