Schroeder Wealth Advisors · 1 month ago
Advisor Development Program
The Woodlands, TX
Full-time
Onsite
New Grad, Entry LevelSchroeder Wealth Advisors is seeking candidates for their Advisor Development Program, a structured two-year experience aimed at building technical expertise and professional confidence in wealth management. Participants will gain hands-on experience in various aspects of client engagement, operations, and financial planning, ultimately preparing them for a financial advisor role within the company.
AdviceFinancial ServicesWealth Management
Responsibilities
Client Onboarding – understand how new client relationships are initiated and supported
Client Operations – oversee paperwork, transfers, and custodian processes as the central hub of activity
Tax Operations – collaborate with our CPA partners during tax season to see planning strategies put into practice
Portfolio Management – assist with reporting, trading, and investment analysis tasks
Financial Planning – work alongside advisors to design comprehensive, client-focused financial plans
Direct Client Engagement – Sit in on live client meetings, building your way up to running designated parts of the meeting alongside an advisor, work with the client directly to implement changes to the plan and outside investment accounts
By the end of the program, you will be ready to grow into a financial advisor role here in our office
Qualification
Required
Bachelor's degree required (all majors welcome, finance, accounting, economics, or business a plus)
Strong organizational and analytical problem-solving abilities
Attention to detail with capacity to manage multiple projects simultaneously
Excellent interpersonal skills with a client-first perspective
Proficiency with technology (Excel, CRM systems, financial platforms)
Curious, driven, and eager to learn in a dynamic, team setting
Preferred
Previous internships or experience in wealth management, financial planning, banking, or insurance is beneficial
Benefits
401(k) and Company Match
Paid time off
Vision insurance
Health savings account
Dental insurance
Disability insurance
Paid holidays
401(k) with employer contribution
Employer-paid health, dental, vision, life, and disability insurance
Paid holidays plus 20 days of PTO each year
Professional development support, certification incentives, and conference opportunities
Company
Schroeder Wealth Advisors
Schroeder Wealth Advisors is a financial company that provides advisory and wealth management services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase