2026 Charles Schwab Advisor Services RIA Internship (WESTLAKE ONLY)
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.
Schwab Advisor Services™ is the leading provider of custodial, trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We provide access to sophisticated wealth-management services that help more than 15,000 independent investment advisors attract and retain affluent clients, as well as profitably grow and succeed in their business goals and dreams.
Throughout the 8-week paid Advisor Services RIA Intern Program, you will uncover how Registered Investment Advisor (RIA) firms work and explore future career opportunities in financial services. As an intern, you’ll interact and support various areas of Schwab Advisor Services, participate in educational learning sessions, and meet with RIA firms across the country. You will gain experience in an area of financial services that’s about more than just making money—it’s about doing what’s best for clients. If you are passionate about gaining insights on how Schwab supports RIAs, developing your presentation and public-speaking skills within a professional setting, and learning more about how advisors manage their businesses and service their clients, this is the role for you.
RIA Intern Program | Schwab Advisor Services
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 career and have the courage to ask “why”.
Required Qualifications
- Currently enrolled and have completed a minimum of two years of college-level education towards a related Bachelor of Arts or Bachelor of Science degree
- Ability to work full time and be on-site at our Westlake, TX Schwab campus during the 8-week program (June 8 to July 31, 2026)
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Preferred Qualifications
- Finished courses focused on CFP® certification/financial planning, business management, marketing, economics, finance, accounting, communications, or other.
- Desire to work in the RIA industry post-graduation
- Participated in extra-curricular activities geared toward a career in the financial services and/or RIA industry
- Intermediate knowledge of financial products and services
- Proficient in Microsoft® Outlook, Word, PowerPoint, Excel
- Strong written and verbal communication skills to interact with internal business partners
- Optimism with keen sense of purpose, awareness, and knowledge
- Resourcefulness and flexibility, who enjoys working through cross-functional partnerships and collaboration to achieve a common purpose
- An innovative and curious demeanor, who constantly looks for better ways to do things, has a passion for service, and seeks to exceed client expectations
- Excellent organizational skills, enabling one to manage multiple priorities and projects, while meeting deadlines
#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
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 career and have the courage to ask “why”.
Required Qualifications
- Currently enrolled and have completed a minimum of two years of college-level education towards a related Bachelor of Arts or Bachelor of Science degree
- Ability to work full time and be on-site at our Westlake, TX Schwab campus during the 8-week program (June 8 to July 31, 2026)
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Preferred Qualifications
- Finished courses focused on CFP® certification/financial planning, business management, marketing, economics, finance, accounting, communications, or other.
- Desire to work in the RIA industry post-graduation
- Participated in extra-curricular activities geared toward a career in the financial services and/or RIA industry
- Intermediate knowledge of financial products and services
- Proficient in Microsoft® Outlook, Word, PowerPoint, Excel
- Strong written and verbal communication skills to interact with internal business partners
- Optimism with keen sense of purpose, awareness, and knowledge
- Resourcefulness and flexibility, who enjoys working through cross-functional partnerships and collaboration to achieve a common purpose
- An innovative and curious demeanor, who constantly looks for better ways to do things, has a passion for service, and seeks to exceed client expectations
- Excellent organizational skills, enabling one to manage multiple priorities and projects, while meeting deadlines
#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.