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rn, 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
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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.