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2025 Charles Schwab Wealth & Advice Solutions Internship

AT Charles Schwab
Charles Schwab

2025 Charles Schwab Wealth & Advice Solutions Internship

Westlake, TX

Salary: USD $1 - $200,000 / Year

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Throughout the 9-week paid wealth management internship on the Wealth and Advice Solutions Team, there will be inspiring opportunities that welcome you into the Schwab culture and immerse you into your role. The interactive program focuses on a variety of opportunities which feature a business track project, an intern cohort project, learning activities, volunteering in the community, a dedicated intern leader, networking, and exploring your unique personal strengths! In this role, you will gain unique exposure to several of Schwab's wealth management businesses, learning how Schwab .

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Come "challenge the status quo" for the Summer of 2025 and learn what is means to be the next generation of Schwab change makers!

What you have

As an intern, it's not about what you know, it's about what you are willing to learn. We're seeking passionate students who are ready to own their Early Talent career and have the courage to ask "why".

Required Qualifications

  • Enrolled in a current undergraduate or graduate program tracking to start full time August 2025-September 2026.
  • Ability to work full time and be on-site at one of the Schwab locations during the 9-week program (June 9 to August 8, 2025)

Preferred Qualifications

  • Currently enrolled in a financial planning program and/or on track to complete CFP Board approved coursework upon graduation
  • Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to improve processes
  • Strong analytical skills and attention to detail
  • Resourcefulness and flexibility, who enjoy working through cross-functional partnerships and collaboration to achieve a common purpose
  • An innovative and questioning demeanor, who constantly look for better ways to do things, have a passion for service, and seek to exceed client expectations
  • Excellent written, verbal, and time management skills

Colorado Compensation

Target Total Compensation - $25/hour

Your actual pay will be based on your skills and experience - talk with your recruiter to learn more.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

Client-provided location(s): Westlake, TX, USA
Job ID: CharlesSchwab-2024-101923
Employment Type: Intern

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program