2025 Charles Schwab Workplace Financial Services Internship - Richfield, OH
Your Opportunity
Your opportunity
Whether an organization needs a fresh approach to stock or retirement plan options or needs to reduce risk with an employee-monitoring program, Workplace Financial Services has answers. We have a wide range of products, services, and support to help businesses meet the expectations of today's workforce. Workplace Financial Services (WFS) is an umbrella organization that brings together three businesses that serve Schwab’s corporate clients:
- Retirement Plan Services (RPS) is known for pioneering innovations that span the $35 trillion retirement industry—from open investment architecture to the 401(k) plan designed to include exchange-traded funds. Aligned with our comprehensive recordkeeping services, this puts us in an ideal position to help our clients build a retirement plan approach that fits their particular business needs and supports the future well-being of their employees.
- Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans. These plans include stock options, restricted stock, and employee stock purchase programs. SPS offers comprehensive solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services.
- Designated Brokerage Services (DBS) helps employers that have a responsibility to monitor employee trading needs through a comprehensive approach that includes DBS and financial services for their employees, helping firms to proactively protect their business and employees.
Our mission is to provide an extraordinary experience for our clients and to provide the opportunity for their employees to achieve their financial goals.
What you’ll do:
- Support Schwab professionals in providing client solutions
- Experience exciting and meaningful work in multiple areas
- Network with leaders at Schwab and discover how they established their careers
- Build relationships with teammates while completing assigned projects
- Gain a deeper understanding of Workplace Financial Services
- Volunteer in the community
What you have
- Genuine interest in financial services, the retirement industry or helping people meet their financial goals
- Leadership capabilities and influencing skills
- Exceptional communication skills (written and verbal)
- Outstanding organizational skills
- Drive to take on tasks assigned and curiosity to enhance the learning experience
- Ability to adapt and “think on your feet”
- Strong analytical skills and attention to detail
- Positive relationship building skills and a focus on teamwork
- Proficiency with Microsoft Office Suite [Word, PowerPoint, Excel, Outlook]
Required Qualifications
- Enrolled in a current undergraduate or graduate program tracking to start full-time employment between August 2025 and June 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)
#campus
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.
What you are good at
What you have
- Genuine interest in financial services, the retirement industry or helping people meet their financial goals
- Leadership capabilities and influencing skills
- Exceptional communication skills (written and verbal)
- Outstanding organizational skills
- Drive to take on tasks assigned and curiosity to enhance the learning experience
- Ability to adapt and “think on your feet”
- Strong analytical skills and attention to detail
- Positive relationship building skills and a focus on teamwork
- Proficiency with Microsoft Office Suite [Word, PowerPoint, Excel, Outlook]
Required Qualifications
- Enrolled in a current undergraduate or graduate program tracking to start full-time employment between August 2025 and June 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)
#campus
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.