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2025 Charles Schwab Wealth & Advice Solutions Internship

Location Westlake, Texas, United States; Phoenix,Arizona,United States;Lone Tree,Colorado,United States; Requisition ID 2024-101923 Category Internship Position Type Intern (Trainee)
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Your Opportunity

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 .

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.

What you are good at

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.

 

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.

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